SPDR S&P MIDCAP 400 ETF TR

Ticker: MDY CUSIP: 78467Y107 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 33,406 Value ($000) $20,153 Avg Close — Range —
Q2 2025
Shares 29,627 Value ($000) $16,783 Avg Close — Range —
Q1 2025
Shares 31,311 Value ($000) $16,704 Avg Close — Range —
Q4 2024
Shares 30,798 Value ($000) $17,542 Avg Close — Range —
Q3 2024
Shares 33,254 Value ($000) $18,943 Avg Close — Range —
Q2 2024
Shares 30,236 Value ($000) $16,179 Avg Close — Range —
Q1 2024
Shares 28,349 Value ($000) $15,773 Avg Close — Range —
Q4 2023
Shares 28,062 Value ($000) $14,238 Avg Close — Range —
Q3 2023
Shares 30,158 Value ($000) $13,771 Avg Close — Range —
Q2 2023
Shares 6,791 Value ($000) $9,968 Avg Close — Range —
Q1 2023
Shares 16,177 Value ($000) $1,304 Avg Close — Range —
Q4 2022
Shares 8,885 Value ($000) $3,934 Avg Close — Range —
Q2 2022
Shares 3,977 Value ($000) $1,644 Avg Close — Range —
Q1 2022
Shares 4,011 Value ($000) $1,967 Avg Close — Range —
Q4 2021
Shares 4,072 Value ($000) $2,108 Avg Close — Range —
Q3 2021
Shares 3,916 Value ($000) $1,883 Avg Close — Range —
Q2 2021
Shares 3,739 Value ($000) $1,836 Avg Close — Range —
Q1 2021
Shares 3,765 Value ($000) $1,792 Avg Close — Range —
Q4 2020
Shares 2,550 Value ($000) $1,071 Avg Close — Range —
Q3 2020
Shares 2,510 Value ($000) $850 Avg Close — Range —
Q2 2020
Shares 3,930 Value ($000) $1,275 Avg Close — Range —
Q1 2020
Shares 4,050 Value ($000) $1,065 Avg Close — Range —
Q4 2019
Shares 1,148 Value ($000) $431 Avg Close — Range —
Q3 2019
Shares 1,017 Value ($000) $358 Avg Close — Range —
Q2 2019
Shares 1,017 Value ($000) $361 Avg Close — Range —