ISHARES TR

Ticker: EAGG CUSIP: 46435U549 Class: ESG AWR US AGRGT

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

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

Q4 2025
Shares 87,943 Value ($000) $4,208 Avg Close — Range —
Q2 2025
Shares 54,923 Value ($000) $2,611 Avg Close — Range —
Q1 2025
Shares 53,350 Value ($000) $2,533 Avg Close — Range —
Q4 2024
Shares 56,525 Value ($000) $2,625 Avg Close — Range —
Q3 2024
Shares 57,964 Value ($000) $2,816 Avg Close — Range —
Q2 2024
Shares 56,810 Value ($000) $2,648 Avg Close — Range —
Q1 2024
Shares 89,655 Value ($000) $4,219 Avg Close — Range —
Q4 2023
Shares 93,282 Value ($000) $4,453 Avg Close — Range —
Q3 2023
Shares 20,502 Value ($000) $929 Avg Close — Range —
Q2 2023
Shares 17,045 Value ($000) $761 Avg Close — Range —
Q1 2023
Shares 2,010 Value ($000) $234 Avg Close — Range —
Q4 2022
Shares 18,775 Value ($000) $878 Avg Close — Range —
Q3 2022
Shares 12,720 Value ($000) $591 Avg Close — Range —
Q2 2022
Shares 71,195 Value ($000) $3,484 Avg Close — Range —
Q1 2022
Shares 86,220 Value ($000) $4,452 Avg Close — Range —
Q4 2021
Shares 3,760 Value ($000) $208 Avg Close — Range —