FIDELITY WISE ORIGIN BITCOIN

Ticker: FBTC CUSIP: 315948109 Class: SHS

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

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

Q4 2025
Shares 46,536 Value ($000) $3,547 Avg Close — Range —
Q2 2025
Shares 33,243 Value ($000) $3,125 Avg Close — Range —
Q1 2025
Shares 29,450 Value ($000) $2,120 Avg Close — Range —
Q4 2024
Shares 23,643 Value ($000) $1,929 Avg Close — Range —
Q3 2024
Shares 22,269 Value ($000) $1,237 Avg Close — Range —
Q2 2024
Shares 21,992 Value ($000) $1,154 Avg Close — Range —
Q1 2024
Shares 21,068 Value ($000) $1,307 Avg Close — Range —