ISHARES TR

Ticker: IBDU CUSIP: 46436E205 Class: IBONDS DEC 29

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

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

Q4 2025
Shares 111,526 Value ($000) $2,610 Avg Close — Range —
Q2 2025
Shares 25,421 Value ($000) $593 Avg Close — Range —
Q1 2025
Shares 17,283 Value ($000) $400 Avg Close — Range —
Q4 2024
Shares 17,289 Value ($000) $394 Avg Close — Range —
Q3 2024
Shares 12,880 Value ($000) $303 Avg Close — Range —
Q2 2024
Shares 12,880 Value ($000) $292 Avg Close — Range —
Q1 2024
Shares 12,880 Value ($000) $294 Avg Close — Range —