NUSHARES ETF TR

Ticker: NULG CUSIP: 67092P201 Class: NUVEEN ESG LRGCP

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

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

Q4 2025
Shares 40,366 Value ($000) $3,948 Avg Close — Range —
Q2 2025
Shares 11,964 Value ($000) $1,124 Avg Close — Range —
Q1 2025
Shares 8,708 Value ($000) $682 Avg Close — Range —
Q4 2024
Shares 10,083 Value ($000) $866 Avg Close — Range —
Q3 2024
Shares 8,426 Value ($000) $696 Avg Close — Range —
Q2 2024
Shares 8,072 Value ($000) $655 Avg Close — Range —
Q1 2024
Shares 8,055 Value ($000) $614 Avg Close — Range —
Q4 2023
Shares 10,359 Value ($000) $720 Avg Close — Range —
Q3 2023
Shares 5,350 Value ($000) $321 Avg Close — Range —
Q2 2023
Shares 34,395 Value ($000) $336 Avg Close — Range —
Q2 2022
Shares 2,375 Value ($000) $114 Avg Close — Range —