SPDR INDEX SHS FDS

Ticker: SPEM CUSIP: 78463X509 Class: PORTFOLIO EMG MK

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

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

Q4 2025
Shares 245,014 Value ($000) $11,469 Avg Close — Range —
Q2 2025
Shares 57,271 Value ($000) $2,448 Avg Close — Range —
Q1 2025
Shares 34,023 Value ($000) $1,339 Avg Close — Range —
Q4 2024
Shares 34,966 Value ($000) $1,342 Avg Close — Range —
Q3 2024
Shares 21,943 Value ($000) $906 Avg Close — Range —
Q2 2024
Shares 19,774 Value ($000) $745 Avg Close — Range —
Q1 2024
Shares 22,975 Value ($000) $831 Avg Close — Range —
Q4 2023
Shares 22,261 Value ($000) $788 Avg Close — Range —
Q3 2023
Shares 15,483 Value ($000) $520 Avg Close — Range —
Q2 2023
Shares 26,827 Value ($000) $567 Avg Close — Range —
Q1 2023
Shares 34,102 Value ($000) $563 Avg Close — Range —
Q4 2022
Shares 10,757 Value ($000) $355 Avg Close — Range —
Q2 2022
Shares 26,372 Value ($000) $917 Avg Close — Range —
Q1 2022
Shares 36,673 Value ($000) $1,417 Avg Close — Range —
Q4 2021
Shares 38,884 Value ($000) $1,613 Avg Close — Range —
Q3 2021
Shares 47,076 Value ($000) $2,002 Avg Close — Range —
Q2 2021
Shares 62,809 Value ($000) $2,858 Avg Close — Range —
Q1 2021
Shares 89,447 Value ($000) $3,916 Avg Close — Range —
Q4 2020
Shares 10,922 Value ($000) $460 Avg Close — Range —
Q3 2020
Shares 10,902 Value ($000) $399 Avg Close — Range —
Q2 2020
Shares 11,029 Value ($000) $369 Avg Close — Range —
Q1 2020
Shares 12,054 Value ($000) $343 Avg Close — Range —
Q4 2019
Shares 40,588 Value ($000) $1,526 Avg Close — Range —