PROSHARES TR

Ticker: SPXE CUSIP: 74347B581 Class: ETF

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

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

Q4 2025
Shares 8,391 Value ($000) $620 Avg Close — Range —
Q2 2025
Shares 8,347 Value ($000) $558 Avg Close — Range —
Q1 2025
Shares 8,697 Value ($000) $523 Avg Close — Range —
Q4 2024
Shares 8,602 Value ($000) $544 Avg Close — Range —
Q3 2024
Shares 8,602 Value ($000) $532 Avg Close — Range —
Q2 2024
Shares 8,594 Value ($000) $503 Avg Close — Range —
Q1 2024
Shares 2,538 Value ($000) $285 Avg Close — Range —
Q4 2023
Shares 2,703 Value ($000) $275 Avg Close — Range —