ISHARES TR

Ticker: SGOV CUSIP: 46436E718 Class: ETF

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

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

Q4 2025
Shares 11,694 Value ($000) $1,174 Avg Close — Range —
Q2 2025
Shares 55,878 Value ($000) $5,626 Avg Close — Range —
Q1 2025
Shares 13,651 Value ($000) $1,374 Avg Close — Range —
Q4 2024
Shares 14,019 Value ($000) $1,406 Avg Close — Range —
Q3 2024
Shares 14,997 Value ($000) $1,510 Avg Close — Range —
Q2 2024
Shares 15,074 Value ($000) $1,518 Avg Close — Range —
Q1 2024
Shares 13,684 Value ($000) $1,378 Avg Close — Range —
Q4 2023
Shares 13,980 Value ($000) $1,402 Avg Close — Range —
Q3 2023
Shares 10,818 Value ($000) $1,089 Avg Close — Range —
Q2 2023
Shares 14,158 Value ($000) $220 Avg Close — Range —