HSBC HLDGS PLC

Ticker: HSBC CUSIP: 404280406 Class: ADR

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

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

Q4 2025
Shares 7,825 Value ($000) $616 Avg Close — Range —
Q2 2025
Shares 4,962 Value ($000) $302 Avg Close — Range —