ISHARES TR

CUSIP: 46435U168 Class: IBONDS 25 TRM HG

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

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

Q2 2025
Shares 483,104 Value ($000) $11,235 Avg Close — Range —
Q1 2025
Shares 534,094 Value ($000) $12,412 Avg Close — Range —
Q4 2024
Shares 466,300 Value ($000) $10,818 Avg Close — Range —
Q3 2024
Shares 354,960 Value ($000) $8,271 Avg Close — Range —
Q2 2024
Shares 269,020 Value ($000) $6,261 Avg Close — Range —
Q1 2024
Shares 255,620 Value ($000) $5,976 Avg Close — Range —
Q4 2023
Shares 181,595 Value ($000) $4,195 Avg Close — Range —
Q3 2023
Shares 46,360 Value ($000) $1,063 Avg Close — Range —