INVESCO EXCHANGE TRADED FD T

Ticker: PFM CUSIP: 46137V506 Class: DIVID ACHIEVEV

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

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

Q4 2025
Shares 14,996 Value ($000) $772 Avg Close — Range —
Q2 2025
Shares 7,631 Value ($000) $368 Avg Close — Range —
Q1 2025
Shares 9,071 Value ($000) $415 Avg Close — Range —
Q4 2024
Shares 9,071 Value ($000) $416 Avg Close — Range —
Q3 2024
Shares 10,515 Value ($000) $489 Avg Close — Range —
Q2 2024
Shares 10,515 Value ($000) $449 Avg Close — Range —
Q1 2024
Shares 10,515 Value ($000) $448 Avg Close — Range —
Q4 2023
Shares 10,875 Value ($000) $434 Avg Close — Range —
Q3 2023
Shares 18,345 Value ($000) $670 Avg Close — Range —
Q2 2023
Shares 1,485 Value ($000) $750 Avg Close — Range —
Q1 2023
Shares 12,859 Value ($000) $401 Avg Close — Range —
Q4 2022
Shares 20,823 Value ($000) $760 Avg Close — Range —
Q3 2022
Shares 22,923 Value ($000) $741 Avg Close — Range —
Q2 2022
Shares 22,923 Value ($000) $791 Avg Close — Range —
Q1 2022
Shares 23,848 Value ($000) $917 Avg Close — Range —
Q4 2021
Shares 23,848 Value ($000) $947 Avg Close — Range —
Q3 2021
Shares 23,848 Value ($000) $858 Avg Close — Range —
Q2 2021
Shares 23,848 Value ($000) $865 Avg Close — Range —
Q1 2021
Shares 23,848 Value ($000) $825 Avg Close — Range —