ISHARES TR

CUSIP: 46435G318 Class: IBONDS DEC2023

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

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

Q3 2023
Shares 15,539 Value ($000) $397 Avg Close — Range —
Q2 2023
Shares 42,855 Value ($000) $469 Avg Close — Range —
Q1 2023
Shares 19,961 Value ($000) $2,617 Avg Close — Range —
Q4 2022
Shares 19,442 Value ($000) $493 Avg Close — Range —
Q3 2022
Shares 19,966 Value ($000) $504 Avg Close — Range —
Q2 2022
Shares 21,611 Value ($000) $551 Avg Close — Range —
Q1 2022
Shares 49,925 Value ($000) $1,272 Avg Close — Range —
Q4 2021
Shares 72,658 Value ($000) $1,883 Avg Close — Range —
Q3 2021
Shares 73,346 Value ($000) $1,907 Avg Close — Range —
Q2 2021
Shares 73,346 Value ($000) $1,915 Avg Close — Range —
Q1 2021
Shares 85,272 Value ($000) $2,231 Avg Close — Range —
Q4 2020
Shares 85,272 Value ($000) $2,233 Avg Close — Range —
Q3 2020
Shares 87,384 Value ($000) $2,296 Avg Close — Range —
Q1 2020
Shares 102,892 Value ($000) $2,639 Avg Close — Range —
Q4 2019
Shares 66,602 Value ($000) $1,720 Avg Close — Range —