ISHARES TR

CUSIP: 46434VBD1 Class: IBONDS DEC25 ETF

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

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

Q2 2025
Shares 378,089 Value ($000) $9,520 Avg Close — Range —
Q1 2025
Shares 196,879 Value ($000) $4,952 Avg Close — Range —
Q4 2024
Shares 210,770 Value ($000) $5,280 Avg Close — Range —
Q3 2024
Shares 194,346 Value ($000) $4,878 Avg Close — Range —
Q2 2024
Shares 192,210 Value ($000) $4,778 Avg Close — Range —
Q1 2024
Shares 192,959 Value ($000) $4,787 Avg Close — Range —
Q4 2023
Shares 195,199 Value ($000) $4,833 Avg Close — Range —
Q3 2023
Shares 179,318 Value ($000) $4,370 Avg Close — Range —
Q2 2023
Shares 1,986 Value ($000) $4,378 Avg Close — Range —
Q1 2023
Shares 276,683 Value ($000) $6,804 Avg Close — Range —
Q2 2021
Shares 17,118 Value ($000) $462 Avg Close — Range —
Q1 2021
Shares 17,118 Value ($000) $459 Avg Close — Range —
Q4 2020
Shares 17,118 Value ($000) $469 Avg Close — Range —
Q1 2020
Shares 19,306 Value ($000) $482 Avg Close — Range —
Q4 2019
Shares 17,118 Value ($000) $444 Avg Close — Range —