ISHARES TR

Ticker: SMMD CUSIP: 46435G268 Class: RUSEL 2500 ETF

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

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

Q4 2025
Shares 7,009 Value ($000) $525 Avg Close — Range —
Q2 2025
Shares 6,364 Value ($000) $431 Avg Close — Range —
Q1 2025
Shares 6,684 Value ($000) $418 Avg Close — Range —
Q4 2024
Shares 6,684 Value ($000) $455 Avg Close — Range —
Q3 2024
Shares 6,723 Value ($000) $455 Avg Close — Range —
Q2 2024
Shares 6,759 Value ($000) $423 Avg Close — Range —
Q1 2024
Shares 6,629 Value ($000) $435 Avg Close — Range —
Q4 2023
Shares 6,629 Value ($000) $408 Avg Close — Range —
Q3 2023
Shares 8,922 Value ($000) $486 Avg Close — Range —
Q2 2023
Shares 26,474 Value ($000) $526 Avg Close — Range —
Q1 2023
Shares 195,400 Value ($000) $0 Avg Close — Range —