ISHARES TR

Ticker: IVLU CUSIP: 46435G409 Class: MSCI INTL VLU FT

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

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

Q4 2025
Shares 23,007 Value ($000) $875 Avg Close — Range —
Q2 2025
Shares 606,588 Value ($000) $19,951 Avg Close — Range —
Q1 2025
Shares 6,007 Value ($000) $182 Avg Close — Range —
Q4 2024
Shares 6,036 Value ($000) $164 Avg Close — Range —
Q3 2024
Shares 4,775 Value ($000) $141 Avg Close — Range —
Q2 2024
Shares 4,211 Value ($000) $116 Avg Close — Range —
Q1 2024
Shares 3,687 Value ($000) $104 Avg Close — Range —