SPDR SER TR

Ticker: SPYV CUSIP: 78464A508 Class: PRTFLO S&P500 VL

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

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

Q4 2025
Shares 77,901 Value ($000) $4,426 Avg Close — Range —
Q2 2025
Shares 48,010 Value ($000) $2,513 Avg Close — Range —
Q1 2025
Shares 43,023 Value ($000) $2,197 Avg Close — Range —
Q4 2024
Shares 53,478 Value ($000) $2,735 Avg Close — Range —
Q3 2024
Shares 24,486 Value ($000) $1,294 Avg Close — Range —
Q2 2024
Shares 22,849 Value ($000) $1,114 Avg Close — Range —
Q1 2024
Shares 36,047 Value ($000) $1,806 Avg Close — Range —
Q4 2023
Shares 27,910 Value ($000) $1,301 Avg Close — Range —
Q1 2023
Shares 10,998 Value ($000) $609 Avg Close — Range —
Q2 2022
Shares 3,290 Value ($000) $121 Avg Close — Range —