SPDR SERIES TRUST

Ticker: XPH CUSIP: 78464A722 Class: COM

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

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

Q4 2025
Shares 5,700 Value ($000) $319 Avg Close — Range —
Q2 2025
Shares 6,840 Value ($000) $278 Avg Close — Range —