SPDR INDEX SHS FDS

Ticker: SPDW CUSIP: 78463X889 Class: PORTFOLIO DEVLPD

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

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

Q4 2025
Shares 89,337 Value ($000) $3,967 Avg Close — Range —
Q2 2025
Shares 42,386 Value ($000) $1,716 Avg Close — Range —
Q1 2025
Shares 43,384 Value ($000) $1,580 Avg Close — Range —
Q4 2024
Shares 47,947 Value ($000) $1,636 Avg Close — Range —
Q3 2024
Shares 47,842 Value ($000) $1,797 Avg Close — Range —
Q2 2024
Shares 36,954 Value ($000) $1,296 Avg Close — Range —
Q1 2024
Shares 47,011 Value ($000) $1,685 Avg Close — Range —
Q4 2023
Shares 50,272 Value ($000) $1,710 Avg Close — Range —
Q3 2023
Shares 4,717 Value ($000) $146 Avg Close — Range —
Q4 2022
Shares 3,654 Value ($000) $108 Avg Close — Range —
Q2 2022
Shares 14,784 Value ($000) $426 Avg Close — Range —
Q1 2022
Shares 17,423 Value ($000) $597 Avg Close — Range —
Q4 2021
Shares 17,972 Value ($000) $656 Avg Close — Range —
Q3 2021
Shares 18,846 Value ($000) $682 Avg Close — Range —
Q2 2021
Shares 19,889 Value ($000) $732 Avg Close — Range —
Q4 2020
Shares 3,491 Value ($000) $118 Avg Close — Range —