ISHARES TR

Ticker: SUSB CUSIP: 46435G243 Class: ESG AWRE 1 5 YR

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

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

Q4 2025
Shares 668,484 Value ($000) $16,873 Avg Close — Range —
Q2 2025
Shares 469,430 Value ($000) $11,816 Avg Close — Range —
Q1 2025
Shares 372,647 Value ($000) $9,312 Avg Close — Range —
Q4 2024
Shares 373,250 Value ($000) $9,219 Avg Close — Range —
Q3 2024
Shares 345,004 Value ($000) $8,680 Avg Close — Range —
Q2 2024
Shares 327,518 Value ($000) $8,021 Avg Close — Range —
Q1 2024
Shares 325,987 Value ($000) $7,980 Avg Close — Range —
Q4 2023
Shares 367,875 Value ($000) $9,006 Avg Close — Range —
Q3 2023
Shares 409,653 Value ($000) $9,737 Avg Close — Range —
Q2 2023
Shares 1,111 Value ($000) $12,087 Avg Close — Range —
Q1 2023
Shares 15,965 Value ($000) $1,401 Avg Close — Range —
Q4 2022
Shares 362,617 Value ($000) $8,619 Avg Close — Range —
Q3 2022
Shares 329,599 Value ($000) $7,742 Avg Close — Range —
Q2 2022
Shares 318,601 Value ($000) $7,675 Avg Close — Range —
Q1 2022
Shares 219,380 Value ($000) $5,403 Avg Close — Range —
Q4 2021
Shares 90,316 Value ($000) $2,317 Avg Close — Range —