SPDR SER TR

Ticker: KCE CUSIP: 78464A771 Class: S&P CAP MKTS

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

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

Q2 2025
Shares 1,191 Value ($000) $173 Avg Close — Range —
Q1 2025
Shares 1,191 Value ($000) $150 Avg Close — Range —
Q4 2024
Shares 1,191 Value ($000) $164 Avg Close — Range —
Q3 2024
Shares 1,342 Value ($000) $168 Avg Close — Range —