ISHARES TR

CUSIP: 46435U184 Class: IBONDS 24 TRM HG

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

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

Q3 2024
Shares 228,305 Value ($000) $5,317 Avg Close — Range —
Q2 2024
Shares 270,755 Value ($000) $6,292 Avg Close — Range —
Q1 2024
Shares 272,435 Value ($000) $6,352 Avg Close — Range —
Q4 2023
Shares 292,470 Value ($000) $6,788 Avg Close — Range —
Q3 2023
Shares 224,073 Value ($000) $5,198 Avg Close — Range —
Q2 2023
Shares 55,549 Value ($000) $5,177 Avg Close — Range —
Q1 2023
Shares 38,715 Value ($000) $914 Avg Close — Range —
Q4 2022
Shares 48,654 Value ($000) $1,105 Avg Close — Range —