BROADRIDGE FINL SOLUTIONS IN

Ticker: BR CUSIP: 11133T103 Class: COM

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

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

Q4 2025

Shares 103,831 Value ($000) $23,172 Avg Close $227.30 Range $214.17 - $237.72

Q2 2025

Shares 6,757 Value ($000) $1,642 Avg Close $235.04 Range $209.84 - $244.67

Q1 2025

Shares 5,972 Value ($000) $1,448 Avg Close $231.86 Range $216.57 - $242.74

Q4 2024

Shares 5,964 Value ($000) $1,348 Avg Close $219.85 Range $204.19 - $233.38

Q3 2024

Shares 6,228 Value ($000) $1,339 Avg Close $204.45 Range $191.07 - $218.59

Q2 2024

Shares 8,562 Value ($000) $1,687 Avg Close $193.07 Range $183.16 - $201.88

Q1 2024

Shares 9,373 Value ($000) $1,920 Avg Close $195.53 Range $185.89 - $203.69

Q4 2023

Shares 9,046 Value ($000) $1,861 Avg Close $178.14 Range $160.87 - $200.83

Q3 2023

Shares 6,281 Value ($000) $1,125 Avg Close $170.29 Range $155.50 - $182.36

Q2 2023

Shares 1,515 Value ($000) $681 Avg Close $144.85 Range $133.26 - $159.51

Q1 2023

Shares 12,359 Value ($000) $469 Avg Close $136.28 Range $126.23 - $149.80

Q4 2022

Shares 1,602 Value ($000) $215 Avg Close $134.59 Range $124.33 - $144.69

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	103,831	$23,172	$227.30	$214.17 - $237.72
Q2 2025	6,757	$1,642	$235.04	$209.84 - $244.67
Q1 2025	5,972	$1,448	$231.86	$216.57 - $242.74
Q4 2024	5,964	$1,348	$219.85	$204.19 - $233.38
Q3 2024	6,228	$1,339	$204.45	$191.07 - $218.59
Q2 2024	8,562	$1,687	$193.07	$183.16 - $201.88
Q1 2024	9,373	$1,920	$195.53	$185.89 - $203.69
Q4 2023	9,046	$1,861	$178.14	$160.87 - $200.83
Q3 2023	6,281	$1,125	$170.29	$155.50 - $182.36
Q2 2023	1,515	$681	$144.85	$133.26 - $159.51
Q1 2023	12,359	$469	$136.28	$126.23 - $149.80
Q4 2022	1,602	$215	$134.59	$124.33 - $144.69