ISHARES BITCOIN TRUST ETF

Ticker: IBIT CUSIP: 46438F101 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 95,427 Value ($000) $4,738 Avg Close — Range —
Q2 2025
Shares 54,355 Value ($000) $3,327 Avg Close — Range —
Q1 2025
Shares 46,665 Value ($000) $2,184 Avg Close — Range —
Q4 2024
Shares 40,260 Value ($000) $2,136 Avg Close — Range —
Q3 2024
Shares 18,392 Value ($000) $664 Avg Close — Range —
Q2 2024
Shares 10,786 Value ($000) $368 Avg Close — Range —
Q1 2024
Shares 8,467 Value ($000) $343 Avg Close — Range —