ISHARES TR

Ticker: IUSB CUSIP: 46434V613 Class: CORE TOTAL USD

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

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

Q4 2025
Shares 62,629 Value ($000) $2,915 Avg Close — Range —
Q2 2025
Shares 161,712 Value ($000) $7,476 Avg Close — Range —
Q1 2025
Shares 7,069 Value ($000) $326 Avg Close — Range —
Q3 2024
Shares 12,471 Value ($000) $588 Avg Close — Range —
Q2 2024
Shares 9,168 Value ($000) $415 Avg Close — Range —
Q3 2023
Shares 2,615 Value ($000) $114 Avg Close — Range —