GRAYSCALE BITCOIN TRUST ETF

Ticker: GBTC CUSIP: 389637109 Class: ETF

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

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

Q4 2025
Shares 9,220 Value ($000) $630 Avg Close — Range —
Q2 2025
Shares 8,952 Value ($000) $759 Avg Close — Range —
Q1 2025
Shares 8,822 Value ($000) $575 Avg Close — Range —
Q4 2024
Shares 9,452 Value ($000) $700 Avg Close — Range —
Q3 2024
Shares 13,807 Value ($000) $697 Avg Close — Range —
Q2 2024
Shares 7,936 Value ($000) $423 Avg Close — Range —
Q1 2024
Shares 6,311 Value ($000) $399 Avg Close — Range —