ISHARES TR

Ticker: IBDV CUSIP: 46436E726 Class: IBONDS DEC 2030

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

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

Q4 2025
Shares 722,666 Value ($000) $15,949 Avg Close — Range —
Q2 2025
Shares 653,952 Value ($000) $14,374 Avg Close — Range —