ISHARES TR

Ticker: HDV CUSIP: 46429B663 Class: CORE HIGH DV ETF

EP Wealth Advisors, LLC's Holding History (CIK: 0001540569)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 18,195 Value ($000) $2,213 Avg Close — Range —
Q2 2025
Shares 13,094 Value ($000) $1,534 Avg Close — Range —
Q1 2025
Shares 13,270 Value ($000) $1,607 Avg Close — Range —
Q4 2024
Shares 13,383 Value ($000) $1,502 Avg Close — Range —
Q3 2024
Shares 20,853 Value ($000) $2,453 Avg Close — Range —
Q2 2024
Shares 12,211 Value ($000) $1,327 Avg Close — Range —
Q1 2024
Shares 12,205 Value ($000) $1,345 Avg Close — Range —
Q4 2023
Shares 12,241 Value ($000) $1,248 Avg Close — Range —
Q3 2023
Shares 12,026 Value ($000) $1,189 Avg Close — Range —
Q2 2023
Shares 393,281 Value ($000) $1,772 Avg Close — Range —
Q1 2023
Shares 68,343 Value ($000) $20,169 Avg Close — Range —
Q4 2022
Shares 2,192 Value ($000) $229 Avg Close — Range —
Q2 2022
Shares 1,997 Value ($000) $201 Avg Close — Range —
Q1 2022
Shares 1,366 Value ($000) $146 Avg Close — Range —
Q4 2021
Shares 3,189 Value ($000) $322 Avg Close — Range —