SELECT SECTOR SPDR TR

Ticker: XLP CUSIP: 81369Y308 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 511,697 Value ($000) $39,749 Avg Close — Range —
Q2 2025
Shares 664,509 Value ($000) $53,805 Avg Close — Range —
Q1 2025
Shares 598,971 Value ($000) $48,918 Avg Close — Range —
Q4 2024
Shares 579,145 Value ($000) $45,527 Avg Close — Range —
Q3 2024
Shares 566,932 Value ($000) $47,055 Avg Close — Range —
Q2 2024
Shares 538,754 Value ($000) $41,258 Avg Close — Range —
Q1 2024
Shares 513,737 Value ($000) $39,229 Avg Close — Range —
Q4 2023
Shares 487,579 Value ($000) $35,120 Avg Close — Range —
Q3 2023
Shares 473,032 Value ($000) $32,549 Avg Close — Range —
Q2 2023
Shares 25,283 Value ($000) $34,170 Avg Close — Range —
Q1 2023
Shares 182,117 Value ($000) $27,502 Avg Close — Range —
Q4 2022
Shares 403,754 Value ($000) $30,100 Avg Close — Range —
Q3 2022
Shares 346,214 Value ($000) $23,103 Avg Close — Range —
Q2 2022
Shares 325,366 Value ($000) $23,485 Avg Close — Range —
Q1 2022
Shares 297,123 Value ($000) $22,549 Avg Close — Range —
Q4 2021
Shares 3,581 Value ($000) $276 Avg Close — Range —
Q3 2021
Shares 3,117 Value ($000) $215 Avg Close — Range —
Q4 2020
Shares 1,648 Value ($000) $111 Avg Close — Range —