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EP Wealth Advisors, LLC
> IBDQ
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | IBDQ | 1,986 | 1,986 | 4,378,258,000 | 4,378,258,000 | $2,204,560.93 |
| 09/30/2021 | iSHARES TRUST | IBDQ | 0 | -17,118 | 0 | -469,000 | |
| 12/31/2020 | iSHARES TRUST | IBDQ | 17,118 | 17,118 | 469,000 | 469,000 | $27.40 |
| 06/30/2020 | iSHARES TRUST | IBDQ | 0 | -19,306 | 0 | -482,000 | |
| 03/31/2020 | iSHARES TRUST | IBDQ | 19,306 | 2,188 | 482,000 | 38,000 | $24.97 |
| 12/31/2019 | iSHARES TRUST | IBDQ | 17,118 | 17,118 | 444,000 | 444,000 | $25.94 |
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