ISHARES TR

Ticker: DGRO CUSIP: 46434V621 Class: CORE DIV GRWTH

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

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

Q4 2025
Shares 95,122 Value ($000) $6,603 Avg Close — Range —
Q2 2025
Shares 96,389 Value ($000) $6,163 Avg Close — Range —
Q1 2025
Shares 111,028 Value ($000) $6,859 Avg Close — Range —
Q4 2024
Shares 126,742 Value ($000) $7,774 Avg Close — Range —
Q3 2024
Shares 82,704 Value ($000) $5,185 Avg Close — Range —
Q2 2024
Shares 83,968 Value ($000) $4,837 Avg Close — Range —
Q1 2024
Shares 89,154 Value ($000) $5,176 Avg Close — Range —
Q4 2023
Shares 95,674 Value ($000) $5,149 Avg Close — Range —
Q3 2023
Shares 88,951 Value ($000) $4,406 Avg Close — Range —
Q2 2023
Shares 274,751 Value ($000) $5,142 Avg Close — Range —
Q1 2023
Shares 274,751 Value ($000) $9,199 Avg Close — Range —
Q4 2022
Shares 27,328 Value ($000) $1,366 Avg Close — Range —
Q3 2022
Shares 29,459 Value ($000) $1,310 Avg Close — Range —
Q2 2022
Shares 10,405 Value ($000) $496 Avg Close — Range —
Q1 2022
Shares 12,359 Value ($000) $660 Avg Close — Range —
Q4 2021
Shares 16,154 Value ($000) $898 Avg Close — Range —
Q3 2021
Shares 12,096 Value ($000) $608 Avg Close — Range —
Q2 2021
Shares 12,095 Value ($000) $609 Avg Close — Range —
Q1 2021
Shares 7,963 Value ($000) $384 Avg Close — Range —