ISHARES TR

Ticker: USHY CUSIP: 46435U853 Class: BROAD USD HIGH

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

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

Q4 2025
Shares 8,856 Value ($000) $331 Avg Close — Range —
Q2 2025
Shares 5,777 Value ($000) $217 Avg Close — Range —
Q1 2025
Shares 8,272 Value ($000) $304 Avg Close — Range —
Q4 2024
Shares 12,649 Value ($000) $465 Avg Close — Range —
Q1 2021
Shares 5,293 Value ($000) $218 Avg Close — Range —