ISHARES TR

Ticker: IXUS CUSIP: 46432F834 Class: CORE MSCI TOTAL

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

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

Q4 2025
Shares 32,575 Value ($000) $2,757 Avg Close — Range —
Q2 2025
Shares 34,340 Value ($000) $2,655 Avg Close — Range —
Q1 2025
Shares 36,173 Value ($000) $2,525 Avg Close — Range —
Q4 2024
Shares 40,240 Value ($000) $2,661 Avg Close — Range —
Q3 2024
Shares 33,150 Value ($000) $2,408 Avg Close — Range —
Q2 2024
Shares 27,578 Value ($000) $1,863 Avg Close — Range —
Q1 2024
Shares 27,266 Value ($000) $1,850 Avg Close — Range —
Q4 2023
Shares 25,190 Value ($000) $1,636 Avg Close — Range —
Q3 2023
Shares 25,900 Value ($000) $1,554 Avg Close — Range —
Q2 2023
Shares 4,015 Value ($000) $1,589 Avg Close — Range —
Q1 2023
Shares 3,793 Value ($000) $206 Avg Close — Range —
Q4 2022
Shares 3,180 Value ($000) $184 Avg Close — Range —
Q3 2019
Shares 4,664 Value ($000) $269 Avg Close — Range —