ISHARES TR

Ticker: IBHF CUSIP: 46436E528 Class: ETF

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

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

Q4 2025
Shares 228,184 Value ($000) $5,266 Avg Close — Range —
Q2 2025
Shares 148,248 Value ($000) $3,444 Avg Close — Range —
Q1 2025
Shares 160,570 Value ($000) $3,728 Avg Close — Range —
Q4 2024
Shares 121,129 Value ($000) $2,804 Avg Close — Range —