EP Wealth Advisors’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.92M	Buy	+18,871	New	+$1.92M	0.01%	424
2024 Q3	–	Sell	-4,295	Closed	-$441K	–	1206
2024 Q2	$441K	Buy	+4,295	New	+$441K	﹤0.01%	564