ISHARES TR

Ticker: IBHG CUSIP: 46436E478 Class: ETF

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

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

Q4 2025
Shares 39,324 Value ($000) $878 Avg Close — Range —
Q2 2025
Shares 4,500 Value ($000) $101 Avg Close — Range —
Q1 2025
Shares 4,500 Value ($000) $100 Avg Close — Range —
Q4 2024
Shares 4,551 Value ($000) $101 Avg Close — Range —