DIREXION SHS ETF TR

Ticker: SPXL CUSIP: 25459W862 Class: DRX S&P500BULL

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

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

Q4 2025
Shares 3,961 Value ($000) $874 Avg Close — Range —
Q2 2025
Shares 3,985 Value ($000) $691 Avg Close — Range —
Q1 2025
Shares 3,644 Value ($000) $512 Avg Close — Range —
Q4 2024
Shares 3,618 Value ($000) $610 Avg Close — Range —
Q3 2024
Shares 3,864 Value ($000) $634 Avg Close — Range —
Q2 2024
Shares 3,608 Value ($000) $527 Avg Close — Range —
Q1 2024
Shares 3,600 Value ($000) $483 Avg Close — Range —
Q4 2023
Shares 3,200 Value ($000) $333 Avg Close — Range —
Q3 2023
Shares 3,200 Value ($000) $250 Avg Close — Range —
Q2 2023
Shares 10,221 Value ($000) $313 Avg Close — Range —