SPDR SER TR

Ticker: SPYD CUSIP: 78468R788 Class: PRTFLO S&P500 HI

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

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

Q4 2025
Shares 61,196 Value ($000) $2,647 Avg Close — Range —
Q2 2025
Shares 57,582 Value ($000) $2,444 Avg Close — Range —
Q1 2025
Shares 68,253 Value ($000) $3,021 Avg Close — Range —
Q4 2024
Shares 76,155 Value ($000) $3,293 Avg Close — Range —
Q3 2024
Shares 35,866 Value ($000) $1,637 Avg Close — Range —
Q2 2024
Shares 25,524 Value ($000) $1,027 Avg Close — Range —
Q1 2024
Shares 27,506 Value ($000) $1,120 Avg Close — Range —
Q4 2023
Shares 32,496 Value ($000) $1,274 Avg Close — Range —
Q3 2023
Shares 25,479 Value ($000) $894 Avg Close — Range —
Q2 2023
Shares 8,427 Value ($000) $1,023 Avg Close — Range —
Q1 2023
Shares 282,144 Value ($000) $115,507 Avg Close — Range —
Q4 2022
Shares 24,372 Value ($000) $965 Avg Close — Range —
Q2 2022
Shares 4,624 Value ($000) $185 Avg Close — Range —
Q1 2022
Shares 4,511 Value ($000) $198 Avg Close — Range —