ISHARES TR

Ticker: IBDT CUSIP: 46435U515 Class: IBDS DEC28 ETF

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

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

Q4 2025
Shares 222,745 Value ($000) $5,670 Avg Close — Range —
Q2 2025
Shares 219,609 Value ($000) $5,582 Avg Close — Range —
Q1 2025
Shares 165,037 Value ($000) $4,169 Avg Close — Range —
Q4 2024
Shares 170,430 Value ($000) $4,244 Avg Close — Range —
Q3 2024
Shares 155,183 Value ($000) $3,962 Avg Close — Range —
Q2 2024
Shares 154,579 Value ($000) $3,829 Avg Close — Range —
Q1 2024
Shares 155,063 Value ($000) $3,862 Avg Close — Range —
Q4 2023
Shares 147,138 Value ($000) $3,692 Avg Close — Range —
Q3 2023
Shares 136,448 Value ($000) $3,279 Avg Close — Range —
Q2 2023
Shares 76,203 Value ($000) $3,349 Avg Close — Range —
Q1 2023
Shares 15,855 Value ($000) $378 Avg Close — Range —