ISHARES TR

Ticker: STIP CUSIP: 46429B747 Class: ETF

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

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

Q4 2025
Shares 3,834 Value ($000) $393 Avg Close — Range —
Q2 2025
Shares 9,805 Value ($000) $1,009 Avg Close — Range —
Q1 2025
Shares 5,639 Value ($000) $583 Avg Close — Range —
Q4 2024
Shares 9,495 Value ($000) $955 Avg Close — Range —
Q3 2024
Shares 10,083 Value ($000) $1,022 Avg Close — Range —
Q2 2024
Shares 13,134 Value ($000) $1,307 Avg Close — Range —
Q1 2024
Shares 11,097 Value ($000) $1,103 Avg Close — Range —
Q4 2023
Shares 12,283 Value ($000) $1,211 Avg Close — Range —
Q3 2023
Shares 12,214 Value ($000) $1,184 Avg Close — Range —
Q2 2023
Shares 157,047 Value ($000) $1,084 Avg Close — Range —
Q1 2023
Shares 19,800 Value ($000) $0 Avg Close — Range —
Q1 2022
Shares 1,052 Value ($000) $110 Avg Close — Range —