ISHARES TR

Ticker: CRBN CUSIP: 46434V464 Class: MSCI LW CRB TG

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

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

Q4 2025
Shares 1,194 Value ($000) $275 Avg Close Range
Q2 2025
Shares 1,374 Value ($000) $291 Avg Close Range
Q1 2025
Shares 805 Value ($000) $154 Avg Close Range
Q4 2024
Shares 805 Value ($000) $156 Avg Close Range
Q3 2024
Shares 805 Value ($000) $158 Avg Close Range
Q2 2024
Shares 655 Value ($000) $120 Avg Close Range
Q1 2024
Shares 655 Value ($000) $118 Avg Close Range
Q4 2023
Shares 655 Value ($000) $108 Avg Close Range
Q1 2022
Shares 655 Value ($000) $107 Avg Close Range