SPDR INDEX SHS FDS

Ticker: CWI CUSIP: 78463X848 Class: ETF

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

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

Q4 2025
Shares 7,258 Value ($000) $261 Avg Close — Range —
Q2 2025
Shares 6,818 Value ($000) $223 Avg Close — Range —
Q1 2025
Shares 6,730 Value ($000) $199 Avg Close — Range —