AFFILIATED MANAGERS GROUP

Ticker: AMG CUSIP: 008252108 Class: COM

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

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

Q4 2025

Shares 2,992 Value ($000) $862 Avg Close $258.45 Range $230.09 - $299.69

Q2 2025

Shares 2,602 Value ($000) $512 Avg Close $173.47 Range $139.20 - $199.47

Q1 2025

Shares 2,616 Value ($000) $440 Avg Close $174.30 Range $151.61 - $191.09

Q4 2024

Shares 1,764 Value ($000) $326 Avg Close $186.57 Range $173.54 - $199.47

Q3 2024

Shares 1,460 Value ($000) $260 Avg Close $169.81 Range $152.32 - $189.75

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	2,992	$862	$258.45	$230.09 - $299.69
Q2 2025	2,602	$512	$173.47	$139.20 - $199.47
Q1 2025	2,616	$440	$174.30	$151.61 - $191.09
Q4 2024	1,764	$326	$186.57	$173.54 - $199.47
Q3 2024	1,460	$260	$169.81	$152.32 - $189.75