ISHARES TR

CUSIP: 46434VAX8 Class: EXCHANGE TRADED

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

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

Q3 2023
Shares 377,188 Value ($000) $9,565 Avg Close — Range —
Q2 2023
Shares 1,866 Value ($000) $9,640 Avg Close — Range —
Q1 2023
Shares 3,680 Value ($000) $475 Avg Close — Range —
Q4 2022
Shares 229,060 Value ($000) $5,733 Avg Close — Range —
Q3 2022
Shares 244,586 Value ($000) $6,102 Avg Close — Range —
Q2 2022
Shares 250,303 Value ($000) $6,280 Avg Close — Range —
Q1 2022
Shares 264,323 Value ($000) $6,682 Avg Close — Range —
Q4 2021
Shares 269,731 Value ($000) $6,924 Avg Close — Range —
Q3 2021
Shares 275,785 Value ($000) $7,170 Avg Close — Range —
Q2 2021
Shares 277,513 Value ($000) $7,236 Avg Close — Range —
Q1 2021
Shares 282,498 Value ($000) $7,385 Avg Close — Range —
Q4 2020
Shares 294,047 Value ($000) $7,725 Avg Close — Range —
Q2 2020
Shares 303,594 Value ($000) $7,963 Avg Close — Range —
Q1 2020
Shares 320,601 Value ($000) $8,015 Avg Close — Range —
Q4 2019
Shares 275,093 Value ($000) $7,031 Avg Close — Range —