SVB FINANCIAL GROUP

CUSIP: 78486Q101 Class: COM

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

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

Q4 2022
Shares 969 Value ($000) $223 Avg Close Range
Q2 2022
Shares 1,064 Value ($000) $420 Avg Close Range
Q1 2022
Shares 1,142 Value ($000) $639 Avg Close Range
Q4 2021
Shares 1,140 Value ($000) $773 Avg Close Range
Q3 2021
Shares 1,066 Value ($000) $690 Avg Close Range
Q2 2021
Shares 1,062 Value ($000) $591 Avg Close Range
Q1 2021
Shares 1,063 Value ($000) $525 Avg Close Range
Q4 2020
Shares 1,050 Value ($000) $407 Avg Close Range
Q3 2020
Shares 1,250 Value ($000) $301 Avg Close Range
Q4 2019
Shares 1,128 Value ($000) $283 Avg Close Range
Q3 2019
Shares 1,166 Value ($000) $244 Avg Close Range
Q2 2019
Shares 1,261 Value ($000) $283 Avg Close Range
Q1 2019
Shares 1,293 Value ($000) $288 Avg Close Range
Q4 2018
Shares 1,314 Value ($000) $250 Avg Close Range
Q3 2018
Shares 1,701 Value ($000) $529 Avg Close Range
Q2 2018
Shares 1,477 Value ($000) $426 Avg Close Range
Q1 2018
Shares 1,477 Value ($000) $354 Avg Close Range
Q4 2017
Shares 1,790 Value ($000) $418 Avg Close Range
Q3 2017
Shares 1,882 Value ($000) $352 Avg Close Range
Q2 2017
Shares 1,887 Value ($000) $332 Avg Close Range
Q1 2017
Shares 1,887 Value ($000) $351 Avg Close Range