SPDR SER TR

Ticker: SPYX CUSIP: 78468R796 Class: SPDR S&P 500 ETF

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

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

Q4 2025
Shares 16,401 Value ($000) $922 Avg Close — Range —
Q2 2025
Shares 17,736 Value ($000) $903 Avg Close — Range —
Q1 2025
Shares 16,731 Value ($000) $765 Avg Close — Range —
Q4 2024
Shares 16,723 Value ($000) $805 Avg Close — Range —
Q3 2024
Shares 18,234 Value ($000) $862 Avg Close — Range —
Q2 2024
Shares 16,145 Value ($000) $720 Avg Close — Range —
Q1 2024
Shares 6,097 Value ($000) $261 Avg Close — Range —
Q4 2023
Shares 6,732 Value ($000) $261 Avg Close — Range —
Q3 2023
Shares 6,721 Value ($000) $233 Avg Close — Range —
Q2 2023
Shares 20,130 Value ($000) $335 Avg Close — Range —
Q1 2023
Shares 6,913 Value ($000) $281 Avg Close — Range —