SPDR SER TR

Ticker: FLRN CUSIP: 78468R200 Class: BLOOMBERG INVT

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

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

Q4 2025
Shares 186,497 Value ($000) $5,731 Avg Close — Range —
Q4 2021
Shares 7,958 Value ($000) $243 Avg Close — Range —
Q3 2021
Shares 32,333 Value ($000) $991 Avg Close — Range —