INVESCO EXCHANGE TRADED FD T

Ticker: RSP CUSIP: 46137V357 Class: S&P500 EQL WGT

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

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

Q4 2025
Shares 55,334 Value ($000) $10,600 Avg Close — Range —
Q2 2025
Shares 53,219 Value ($000) $9,672 Avg Close — Range —
Q1 2025
Shares 26,883 Value ($000) $4,657 Avg Close — Range —
Q4 2024
Shares 29,153 Value ($000) $5,108 Avg Close — Range —
Q3 2024
Shares 45,409 Value ($000) $8,135 Avg Close — Range —
Q2 2024
Shares 44,444 Value ($000) $7,301 Avg Close — Range —
Q1 2024
Shares 42,878 Value ($000) $7,262 Avg Close — Range —
Q4 2023
Shares 34,407 Value ($000) $5,429 Avg Close — Range —
Q3 2023
Shares 28,744 Value ($000) $4,073 Avg Close — Range —
Q2 2023
Shares 27,906 Value ($000) $4,355 Avg Close — Range —
Q1 2023
Shares 2,501 Value ($000) $338 Avg Close — Range —
Q4 2022
Shares 30,530 Value ($000) $4,312 Avg Close — Range —
Q3 2022
Shares 27,912 Value ($000) $3,553 Avg Close — Range —
Q2 2022
Shares 31,203 Value ($000) $4,188 Avg Close — Range —
Q1 2022
Shares 32,205 Value ($000) $5,079 Avg Close — Range —
Q4 2021
Shares 31,392 Value ($000) $5,109 Avg Close — Range —
Q3 2021
Shares 30,976 Value ($000) $4,641 Avg Close — Range —
Q2 2021
Shares 31,217 Value ($000) $4,705 Avg Close — Range —
Q1 2021
Shares 37,773 Value ($000) $5,351 Avg Close — Range —
Q4 2020
Shares 36,673 Value ($000) $4,677 Avg Close — Range —
Q3 2020
Shares 37,124 Value ($000) $4,013 Avg Close — Range —
Q2 2020
Shares 37,646 Value ($000) $3,831 Avg Close — Range —
Q1 2020
Shares 43,619 Value ($000) $3,665 Avg Close — Range —
Q4 2019
Shares 41,247 Value ($000) $4,773 Avg Close — Range —
Q3 2019
Shares 41,012 Value ($000) $4,433 Avg Close — Range —
Q2 2019
Shares 44,566 Value ($000) $4,804 Avg Close — Range —
Q1 2019
Shares 39,207 Value ($000) $4,095 Avg Close — Range —