ISHARES INC

Ticker: ESGE CUSIP: 46434G863 Class: ETF

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

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

Q4 2025
Shares 18,293 Value ($000) $808 Avg Close — Range —
Q2 2025
Shares 21,772 Value ($000) $853 Avg Close — Range —
Q1 2025
Shares 38,066 Value ($000) $1,330 Avg Close — Range —
Q4 2024
Shares 46,104 Value ($000) $1,539 Avg Close — Range —
Q3 2024
Shares 75,092 Value ($000) $2,734 Avg Close — Range —
Q2 2024
Shares 96,914 Value ($000) $3,250 Avg Close — Range —
Q2 2022
Shares 5,480 Value ($000) $177 Avg Close — Range —
Q1 2022
Shares 12,514 Value ($000) $460 Avg Close — Range —
Q3 2021
Shares 12,582 Value ($000) $521 Avg Close — Range —