ISHARES TR

Ticker: IBMO CUSIP: 46435U259 Class: IBONDS DEC 26

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

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

Q4 2025
Shares 11,490 Value ($000) $295 Avg Close — Range —
Q2 2025
Shares 11,490 Value ($000) $294 Avg Close — Range —