FIRST TR VALUE LINE DIVID IN

Ticker: FVD CUSIP: 33734H106 Class: SHS

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

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

Q4 2025
Shares 4,692 Value ($000) $216 Avg Close — Range —
Q4 2019
Shares 7,758 Value ($000) $280 Avg Close — Range —