ISHARES TR

Ticker: XVV CUSIP: 46436E569 Class: ESG SELECT SCRE

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

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

Q4 2025
Shares 71,647 Value ($000) $3,776 Avg Close — Range —
Q2 2025
Shares 11,262 Value ($000) $537 Avg Close — Range —