SUMITOMO MITSUI FINL GROUP I

Ticker: SMFG CUSIP: 86562M209 Class: ADR

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

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

Q4 2025
Shares 12,689 Value ($000) $245 Avg Close — Range —
Q2 2025
Shares 12,025 Value ($000) $182 Avg Close — Range —
Q2 2022
Shares 26,387 Value ($000) $156 Avg Close — Range —
Q1 2022
Shares 19,111 Value ($000) $120 Avg Close — Range —
Q4 2021
Shares 16,398 Value ($000) $111 Avg Close — Range —
Q3 2021
Shares 16,514 Value ($000) $116 Avg Close — Range —
Q2 2021
Shares 13,721 Value ($000) $95 Avg Close — Range —
Q1 2021
Shares 10,999 Value ($000) $80 Avg Close — Range —
Q2 2020
Shares 10,038 Value ($000) $56 Avg Close — Range —