ISHARES TR

Ticker: IBMR CUSIP: 46436E163 Class: IBONDS DEC 2029

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

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

Q4 2025
Shares 10,020 Value ($000) $255 Avg Close — Range —
Q2 2025
Shares 10,020 Value ($000) $253 Avg Close — Range —