ISHARES TR

Ticker: IMTM CUSIP: 46434V449 Class: MSCI INTL MOMENT

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

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

Q4 2025
Shares 7,321 Value ($000) $351 Avg Close — Range —
Q2 2025
Shares 3,832 Value ($000) $175 Avg Close — Range —
Q1 2025
Shares 3,815 Value ($000) $152 Avg Close — Range —
Q4 2024
Shares 3,815 Value ($000) $143 Avg Close — Range —
Q3 2024
Shares 3,794 Value ($000) $153 Avg Close — Range —