ISHARES TR

CUSIP: 46435U150 Class: IBONDS 23 TRM HG

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

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

Q3 2023
Shares 38,715 Value ($000) $915 Avg Close Range
Q2 2023
Shares 6,273 Value ($000) $915 Avg Close Range
Q1 2023
Shares 138,334 Value ($000) $3,450 Avg Close Range
Q4 2022
Shares 38,715 Value ($000) $909 Avg Close Range