SELECT SECTOR SPDR TR

Ticker: XLC CUSIP: 81369Y852 Class: COMMUNICATION

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

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

Q4 2025
Shares 156,668 Value ($000) $18,443 Avg Close — Range —
Q2 2025
Shares 170,761 Value ($000) $18,533 Avg Close — Range —
Q1 2025
Shares 118,514 Value ($000) $11,431 Avg Close — Range —
Q4 2024
Shares 132,997 Value ($000) $12,875 Avg Close — Range —
Q3 2024
Shares 125,580 Value ($000) $11,352 Avg Close — Range —
Q2 2024
Shares 114,901 Value ($000) $9,842 Avg Close — Range —
Q1 2024
Shares 114,387 Value ($000) $9,341 Avg Close — Range —
Q4 2023
Shares 124,811 Value ($000) $9,069 Avg Close — Range —
Q3 2023
Shares 129,443 Value ($000) $8,488 Avg Close — Range —
Q2 2023
Shares 9,377 Value ($000) $8,479 Avg Close — Range —
Q1 2023
Shares 2,501 Value ($000) $202 Avg Close — Range —
Q4 2022
Shares 91,047 Value ($000) $4,369 Avg Close — Range —
Q3 2022
Shares 41,610 Value ($000) $1,993 Avg Close — Range —
Q2 2022
Shares 66,682 Value ($000) $3,619 Avg Close — Range —
Q1 2022
Shares 66,835 Value ($000) $4,597 Avg Close — Range —
Q4 2021
Shares 31,147 Value ($000) $2,420 Avg Close — Range —
Q3 2021
Shares 12,667 Value ($000) $1,015 Avg Close — Range —
Q2 2021
Shares 10,166 Value ($000) $823 Avg Close — Range —
Q1 2021
Shares 8,170 Value ($000) $599 Avg Close — Range —
Q4 2020
Shares 7,445 Value ($000) $502 Avg Close — Range —
Q3 2020
Shares 5,848 Value ($000) $347 Avg Close — Range —
Q1 2020
Shares 9,691 Value ($000) $429 Avg Close — Range —
Q3 2019
Shares 5,227 Value ($000) $259 Avg Close — Range —
Q2 2019
Shares 6,816 Value ($000) $335 Avg Close — Range —
Q1 2019
Shares 7,157 Value ($000) $335 Avg Close — Range —
Q4 2018
Shares 22,637 Value ($000) $934 Avg Close — Range —