DIREXION SHS ETF TR

Ticker: SOXL CUSIP: 25459W458 Class: DLY SCOND 3XBU

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

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

Q4 2025
Shares 6,551 Value ($000) $275 Avg Close — Range —
Q2 2025
Shares 29,789 Value ($000) $748 Avg Close — Range —
Q1 2025
Shares 29,376 Value ($000) $469 Avg Close — Range —
Q4 2024
Shares 29,376 Value ($000) $802 Avg Close — Range —
Q3 2024
Shares 29,376 Value ($000) $1,077 Avg Close — Range —
Q2 2024
Shares 29,376 Value ($000) $1,626 Avg Close — Range —
Q1 2024
Shares 29,376 Value ($000) $1,367 Avg Close — Range —
Q4 2023
Shares 62,776 Value ($000) $1,971 Avg Close — Range —
Q3 2023
Shares 153,576 Value ($000) $2,898 Avg Close — Range —