SECURITY NATL FINL CORP

Ticker: SNFCA CUSIP: 814785309 Class: Common Stock

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

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

Q4 2025
Shares 63,869 Value ($000) $575 Avg Close $8.47 Range $7.70 - $9.49
Q2 2025
Shares 60,825 Value ($000) $599 Avg Close $9.40 Range $7.32 - $11.51
Q1 2025
Shares 60,825 Value ($000) $736 Avg Close $11.92 Range $10.72 - $12.83
Q4 2024
Shares 60,825 Value ($000) $732 Avg Close $10.57 Range $8.61 - $12.94
Q3 2024
Shares 60,825 Value ($000) $560 Avg Close $7.86 Range $7.00 - $8.80
Q2 2024
Shares 57,929 Value ($000) $463 Avg Close $6.68 Range $5.90 - $7.66
Q1 2024
Shares 57,929 Value ($000) $458 Avg Close $7.41 Range $6.86 - $8.47
Q4 2023
Shares 57,929 Value ($000) $521 Avg Close $7.22 Range $6.12 - $8.84