NUSHARES ETF TR

Ticker: NULV CUSIP: 67092P300 Class: NUVEEN ESG LRGVL

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

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

Q4 2025
Shares 93,900 Value ($000) $4,230 Avg Close — Range —
Q2 2025
Shares 56,813 Value ($000) $2,381 Avg Close — Range —
Q1 2025
Shares 53,641 Value ($000) $2,172 Avg Close — Range —
Q4 2024
Shares 54,276 Value ($000) $2,137 Avg Close — Range —
Q3 2024
Shares 85,355 Value ($000) $3,561 Avg Close — Range —
Q2 2024
Shares 91,935 Value ($000) $3,474 Avg Close — Range —
Q1 2024
Shares 92,699 Value ($000) $3,602 Avg Close — Range —
Q4 2023
Shares 93,966 Value ($000) $3,374 Avg Close — Range —
Q3 2023
Shares 115,110 Value ($000) $3,867 Avg Close — Range —
Q2 2023
Shares 1,176 Value ($000) $4,103 Avg Close — Range —
Q1 2023
Shares 1,509 Value ($000) $233 Avg Close — Range —
Q4 2022
Shares 30,745 Value ($000) $1,053 Avg Close — Range —
Q3 2022
Shares 25,805 Value ($000) $797 Avg Close — Range —
Q2 2022
Shares 9,725 Value ($000) $325 Avg Close — Range —