ISHARES TR

Ticker: IBDW CUSIP: 46436E486 Class: IBONDS DEC 2031

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

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

Q4 2025
Shares 746,146 Value ($000) $15,781 Avg Close — Range —
Q2 2025
Shares 688,345 Value ($000) $14,483 Avg Close — Range —