ISHARES TR

Ticker: IEFA CUSIP: 46432F842 Class: CORE MSCI EAFE

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

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

Q4 2025
Shares 312,419 Value ($000) $27,949 Avg Close — Range —
Q2 2025
Shares 251,779 Value ($000) $21,019 Avg Close — Range —
Q1 2025
Shares 111,657 Value ($000) $8,447 Avg Close — Range —
Q4 2024
Shares 135,192 Value ($000) $9,501 Avg Close — Range —
Q3 2024
Shares 70,718 Value ($000) $5,519 Avg Close — Range —
Q2 2024
Shares 61,830 Value ($000) $4,491 Avg Close — Range —
Q1 2024
Shares 60,814 Value ($000) $4,514 Avg Close — Range —
Q4 2023
Shares 69,409 Value ($000) $4,883 Avg Close — Range —
Q3 2023
Shares 58,620 Value ($000) $3,772 Avg Close — Range —
Q2 2023
Shares 555,898 Value ($000) $4,507 Avg Close — Range —
Q1 2023
Shares 5,504 Value ($000) $333 Avg Close — Range —
Q4 2022
Shares 44,400 Value ($000) $2,737 Avg Close — Range —
Q3 2022
Shares 47,431 Value ($000) $2,498 Avg Close — Range —
Q2 2022
Shares 61,084 Value ($000) $3,595 Avg Close — Range —
Q1 2022
Shares 28,903 Value ($000) $2,009 Avg Close — Range —
Q4 2021
Shares 32,215 Value ($000) $2,405 Avg Close — Range —
Q3 2021
Shares 37,205 Value ($000) $2,762 Avg Close — Range —
Q2 2021
Shares 62,043 Value ($000) $4,645 Avg Close — Range —
Q1 2021
Shares 99,275 Value ($000) $7,153 Avg Close — Range —
Q4 2020
Shares 13,412 Value ($000) $927 Avg Close — Range —
Q3 2020
Shares 4,317 Value ($000) $260 Avg Close — Range —
Q1 2020
Shares 4,096 Value ($000) $204 Avg Close — Range —
Q3 2019
Shares 4,891 Value ($000) $299 Avg Close — Range —
Q2 2019
Shares 10,332 Value ($000) $634 Avg Close — Range —
Q1 2019
Shares 10,258 Value ($000) $623 Avg Close — Range —