SPDR SER TR

Ticker: LGLV CUSIP: 78468R804 Class: Com

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

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

Q4 2025
Shares 2,216 Value ($000) $389 Avg Close — Range —
Q2 2025
Shares 1,525 Value ($000) $266 Avg Close — Range —
Q1 2025
Shares 1,425 Value ($000) $248 Avg Close — Range —
Q4 2024
Shares 1,403 Value ($000) $232 Avg Close — Range —
Q3 2024
Shares 1,403 Value ($000) $237 Avg Close — Range —
Q2 2024
Shares 1,403 Value ($000) $214 Avg Close — Range —
Q1 2024
Shares 1,403 Value ($000) $219 Avg Close — Range —
Q4 2023
Shares 1,403 Value ($000) $203 Avg Close — Range —
Q3 2023
Shares 1,403 Value ($000) $187 Avg Close — Range —
Q4 2022
Shares 1,403 Value ($000) $190 Avg Close — Range —