BONDBLOXX ETF TRUST

Ticker: TAXX CUSIP: 09789C721 Class: IR M TAXAWARE

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

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

Q4 2025
Shares 1,355,710 Value ($000) $68,762 Avg Close Range
Q2 2025
Shares 593,842 Value ($000) $30,316 Avg Close Range
Q1 2025
Shares 646,307 Value ($000) $32,684 Avg Close Range
Q4 2024
Shares 500,615 Value ($000) $25,215 Avg Close Range
Q3 2024
Shares 106,325 Value ($000) $5,400 Avg Close Range