SELECT SECTOR SPDR TR

Ticker: XLU CUSIP: 81369Y886 Class: SBI INT-UTILS

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

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

Q4 2025
Shares 109,893 Value ($000) $4,691 Avg Close — Range —
Q2 2025
Shares 87,064 Value ($000) $7,110 Avg Close — Range —
Q1 2025
Shares 48,270 Value ($000) $3,806 Avg Close — Range —
Q4 2024
Shares 49,266 Value ($000) $3,729 Avg Close — Range —
Q3 2024
Shares 49,638 Value ($000) $4,010 Avg Close — Range —
Q2 2024
Shares 48,842 Value ($000) $3,328 Avg Close — Range —
Q1 2024
Shares 49,708 Value ($000) $3,263 Avg Close — Range —
Q4 2023
Shares 55,598 Value ($000) $3,521 Avg Close — Range —
Q3 2023
Shares 55,864 Value ($000) $3,292 Avg Close — Range —
Q2 2023
Shares 112,716 Value ($000) $3,595 Avg Close — Range —
Q1 2023
Shares 53,357 Value ($000) $1,994 Avg Close — Range —
Q4 2022
Shares 17,792 Value ($000) $1,254 Avg Close — Range —
Q2 2022
Shares 1,958 Value ($000) $137 Avg Close — Range —
Q1 2022
Shares 1,965 Value ($000) $146 Avg Close — Range —
Q2 2020
Shares 3,554 Value ($000) $201 Avg Close — Range —
Q1 2020
Shares 5,069 Value ($000) $281 Avg Close — Range —
Q4 2018
Shares 8,813 Value ($000) $466 Avg Close — Range —
Q4 2017
Shares 4,955 Value ($000) $261 Avg Close — Range —