UMB FINL CORP

Ticker: UMBF CUSIP: 902788108 Class: EQTY

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

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

Q4 2025

Shares 5,181 Value ($000) $596 Avg Close $113.28 Range $103.38 - $121.89

Q2 2025

Shares 5,598 Value ($000) $589 Avg Close $99.71 Range $82.00 - $109.46

Q1 2025

Shares 4,399 Value ($000) $445 Avg Close $110.25 Range $94.90 - $124.27

Q4 2024

Shares 2,361 Value ($000) $266 Avg Close $115.63 Range $100.23 - $129.94

Q3 2024

Shares 2,231 Value ($000) $235 Avg Close $97.49 Range $81.01 - $109.42

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	5,181	$596	$113.28	$103.38 - $121.89
Q2 2025	5,598	$589	$99.71	$82.00 - $109.46
Q1 2025	4,399	$445	$110.25	$94.90 - $124.27
Q4 2024	2,361	$266	$115.63	$100.23 - $129.94
Q3 2024	2,231	$235	$97.49	$81.01 - $109.42