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EP Wealth Advisors, LLC
> IOO
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | IOO | 0 | -5,050 | 0 | -323,453,000 | |
| 12/31/2022 | iSHARES TRUST | IOO | 5,050 | 5,050 | 323,453,000 | 323,453,000 | $64,050.10 |
| 09/30/2022 | iSHARES TRUST | IOO | 0 | -5,050 | 0 | -324,000 | |
| 06/30/2022 | iSHARES TRUST | IOO | 5,050 | 0 | 324,000 | -60,000 | $64.16 |
| 03/31/2022 | iSHARES TRUST | IOO | 5,050 | 0 | 384,000 | -10,000 | $76.04 |
| 12/31/2021 | iSHARES TRUST | IOO | 5,050 | -560 | 394,000 | 35,000 | $78.02 |
| 09/30/2021 | iSHARES TRUST | IOO | 5,610 | -2,958 | 359,000 | -180,000 | $63.99 |
| 12/31/2020 | iSHARES TRUST | IOO | 8,568 | 0 | 539,000 | 57,000 | $62.91 |
| 09/30/2020 | iSHARES TRUST | IOO | 8,568 | 0 | 482,000 | 30,000 | $56.26 |
| 06/30/2020 | iSHARES TRUST | IOO | 8,568 | 0 | 452,000 | 69,000 | $52.75 |
| 03/31/2020 | iSHARES TRUST | IOO | 8,568 | 4,000 | 383,000 | 137,000 | $44.70 |
| 12/31/2019 | iSHARES TRUST | IOO | 4,568 | 4,568 | 246,000 | 246,000 | $53.85 |
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