ISHARES TR

Ticker: IBDR CUSIP: 46435GAA0 Class: IBONDS DEC2026

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

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

Q4 2025
Shares 484,335 Value ($000) $11,735 Avg Close — Range —
Q2 2025
Shares 621,930 Value ($000) $15,082 Avg Close — Range —
Q1 2025
Shares 146,634 Value ($000) $3,550 Avg Close — Range —
Q4 2024
Shares 148,799 Value ($000) $3,582 Avg Close — Range —
Q3 2024
Shares 125,468 Value ($000) $3,049 Avg Close — Range —
Q2 2024
Shares 125,557 Value ($000) $2,991 Avg Close — Range —
Q1 2024
Shares 126,752 Value ($000) $3,023 Avg Close — Range —
Q4 2023
Shares 121,249 Value ($000) $2,898 Avg Close — Range —
Q3 2023
Shares 100,503 Value ($000) $2,345 Avg Close — Range —
Q2 2023
Shares 915 Value ($000) $2,373 Avg Close — Range —
Q1 2023
Shares 183,902 Value ($000) $4,511 Avg Close — Range —