ISHARES TR

Ticker: IBDS CUSIP: 46435UAA9 Class: IBONDS 27 ETF

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

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

Q4 2025
Shares 516,198 Value ($000) $12,533 Avg Close — Range —
Q2 2025
Shares 391,528 Value ($000) $9,502 Avg Close — Range —
Q1 2025
Shares 124,482 Value ($000) $3,010 Avg Close — Range —
Q4 2024
Shares 125,786 Value ($000) $3,014 Avg Close — Range —
Q3 2024
Shares 105,471 Value ($000) $2,570 Avg Close — Range —
Q2 2024
Shares 39,860 Value ($000) $946 Avg Close — Range —
Q1 2024
Shares 40,476 Value ($000) $963 Avg Close — Range —
Q4 2023
Shares 40,511 Value ($000) $969 Avg Close — Range —
Q3 2023
Shares 13,712 Value ($000) $317 Avg Close — Range —
Q2 2023
Shares 69,818 Value ($000) $323 Avg Close — Range —
Q1 2023
Shares 103,295 Value ($000) $2,451 Avg Close — Range —