UNITED PARCEL SERVICE INC

Ticker: UPS CUSIP: 911312106 Class: CL B

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

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

Q4 2025

Shares 31,712 Value ($000) $3,146 Avg Close $92.75 Range $80.60 - $102.89

Q2 2025

Shares 34,803 Value ($000) $3,513 Avg Close $94.10 Range $85.94 - $104.87

Q1 2025

Shares 30,666 Value ($000) $3,373 Avg Close $112.66 Range $102.36 - $128.18

Q4 2024

Shares 30,206 Value ($000) $3,809 Avg Close $122.34 Range $114.16 - $134.03

Q3 2024

Shares 32,376 Value ($000) $4,414 Avg Close $120.53 Range $112.37 - $135.22

Q2 2024

Shares 26,943 Value ($000) $3,687 Avg Close $129.99 Range $121.30 - $140.02

Q1 2024

Shares 20,678 Value ($000) $3,073 Avg Close $136.41 Range $123.99 - $144.14

Q4 2023

Shares 17,299 Value ($000) $2,720 Avg Close $134.26 Range $117.95 - $146.23

Q3 2023

Shares 18,529 Value ($000) $2,888 Avg Close $151.64 Range $132.82 - $168.74

Q2 2023

Shares 25,163 Value ($000) $3,711 Avg Close $154.55 Range $145.28 - $171.31

Q1 2023

Shares 170,773 Value ($000) $34,370 Avg Close $158.15 Range $148.80 - $168.12

Q4 2022

Shares 15,537 Value ($000) $2,701 Avg Close $148.03 Range $131.72 - $164.49

Q3 2022

Shares 15,934 Value ($000) $2,574 Avg Close $160.50 Range $136.18 - $178.09

Q2 2022

Shares 10,842 Value ($000) $1,979 Avg Close $153.35 Range $139.58 - $180.14

Q1 2022

Shares 10,389 Value ($000) $2,228 Avg Close $177.17 Range $160.17 - $194.22

Q4 2021

Shares 10,674 Value ($000) $2,288 Avg Close $168.57 Range $146.47 - $182.12

Q3 2021

Shares 10,479 Value ($000) $1,908 Avg Close $162.74 Range $150.50 - $176.79

Q2 2021

Shares 11,593 Value ($000) $2,411 Avg Close $164.16 Range $138.21 - $179.76

Q1 2021

Shares 12,439 Value ($000) $2,115 Avg Close $131.98 Range $125.90 - $139.99

Q4 2020

Shares 45,818 Value ($000) $7,716 Avg Close $136.91 Range $125.53 - $143.93

Q3 2020

Shares 45,543 Value ($000) $7,589 Avg Close $117.34 Range $90.83 - $139.06

Q2 2020

Shares 54,654 Value ($000) $6,076 Avg Close $79.74 Range $70.25 - $90.00

Q1 2020

Shares 55,208 Value ($000) $5,157 Avg Close $81.89 Range $65.20 - $93.88

Q4 2019

Shares 55,715 Value ($000) $6,522 Avg Close $92.83 Range $87.32 - $97.89

Q3 2019

Shares 56,780 Value ($000) $6,803 Avg Close $88.95 Range $78.36 - $96.58

Q2 2019

Shares 56,143 Value ($000) $5,798 Avg Close $80.15 Range $71.77 - $88.26

Q1 2019

Shares 56,327 Value ($000) $6,294 Avg Close $80.97 Range $71.64 - $86.63

Q4 2018

Shares 56,735 Value ($000) $5,533 Avg Close $82.08 Range $68.37 - $89.93

Q3 2018

Shares 58,141 Value ($000) $6,788 Avg Close $88.44 Range $78.57 - $94.36

Q2 2018

Shares 49,795 Value ($000) $5,290 Avg Close $83.75 Range $76.07 - $89.22

Q1 2018

Shares 49,850 Value ($000) $5,217 Avg Close $85.46 Range $75.36 - $99.83

Q4 2017

Shares 48,996 Value ($000) $5,838 Avg Close $86.27 Range $81.68 - $92.19

Q3 2017

Shares 49,396 Value ($000) $5,932 Avg Close $82.86 Range $77.64 - $88.05

Q2 2017

Shares 57,265 Value ($000) $6,333 Avg Close $77.32 Range $74.11 - $80.96

Q1 2017

Shares 58,065 Value ($000) $6,230 Avg Close $78.36 Range $73.76 - $84.45

Q4 2016

Shares 58,479 Value ($000) $6,624 Avg Close $80.28 Range $75.12 - $86.06

Q3 2016

Shares 58,428 Value ($000) $6,390 Avg Close $77.25 Range $74.66 - $78.79

Q2 2016

Shares 61,866 Value ($000) $6,664 Avg Close $73.08 Range $70.37 - $75.91

Q1 2016

Shares 50,094 Value ($000) $5,283 Avg Close $67.69 Range $60.56 - $74.54

Q4 2015

Shares 49,664 Value ($000) $4,779 Avg Close $70.63 Range $66.47 - $73.93

Q3 2015

Shares 49,631 Value ($000) $4,898 Avg Close $67.80 Range $64.39 - $71.18

Q2 2015

Shares 49,631 Value ($000) $4,809,740 Avg Close $67.72 Range $64.42 - $70.34

Q1 2015

Shares 49,615 Value ($000) $4,809,678 Avg Close $69.40 Range $65.39 - $77.12

Q4 2014

Shares 50,710 Value ($000) $5,637 Avg Close $70.93 Range $63.01 - $76.24

Q3 2014

Shares 52,370 Value ($000) $5,147 Avg Close $66.34 Range $63.12 - $69.92

Q2 2014

Shares 171,934 Value ($000) $17,651 Avg Close $66.59 Range $63.08 - $69.39

Q1 2014

Shares 165,839 Value ($000) $16,149 Avg Close $64.17 Range $61.16 - $68.85

Q4 2013

Shares 158,247 Value ($000) $16,629 Avg Close $64.45 Range $57.69 - $69.15

Q3 2013

Shares 173,619 Value ($000) $15,864 Avg Close $57.13 Range $55.21 - $60.08

Q2 2013

Shares 170,149 Value ($000) $14,714 Avg Close $55.38 Range $52.70 - $57.99

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	31,712	$3,146	$92.75	$80.60 - $102.89
Q2 2025	34,803	$3,513	$94.10	$85.94 - $104.87
Q1 2025	30,666	$3,373	$112.66	$102.36 - $128.18
Q4 2024	30,206	$3,809	$122.34	$114.16 - $134.03
Q3 2024	32,376	$4,414	$120.53	$112.37 - $135.22
Q2 2024	26,943	$3,687	$129.99	$121.30 - $140.02
Q1 2024	20,678	$3,073	$136.41	$123.99 - $144.14
Q4 2023	17,299	$2,720	$134.26	$117.95 - $146.23
Q3 2023	18,529	$2,888	$151.64	$132.82 - $168.74
Q2 2023	25,163	$3,711	$154.55	$145.28 - $171.31
Q1 2023	170,773	$34,370	$158.15	$148.80 - $168.12
Q4 2022	15,537	$2,701	$148.03	$131.72 - $164.49
Q3 2022	15,934	$2,574	$160.50	$136.18 - $178.09
Q2 2022	10,842	$1,979	$153.35	$139.58 - $180.14
Q1 2022	10,389	$2,228	$177.17	$160.17 - $194.22
Q4 2021	10,674	$2,288	$168.57	$146.47 - $182.12
Q3 2021	10,479	$1,908	$162.74	$150.50 - $176.79
Q2 2021	11,593	$2,411	$164.16	$138.21 - $179.76
Q1 2021	12,439	$2,115	$131.98	$125.90 - $139.99
Q4 2020	45,818	$7,716	$136.91	$125.53 - $143.93
Q3 2020	45,543	$7,589	$117.34	$90.83 - $139.06
Q2 2020	54,654	$6,076	$79.74	$70.25 - $90.00
Q1 2020	55,208	$5,157	$81.89	$65.20 - $93.88
Q4 2019	55,715	$6,522	$92.83	$87.32 - $97.89
Q3 2019	56,780	$6,803	$88.95	$78.36 - $96.58
Q2 2019	56,143	$5,798	$80.15	$71.77 - $88.26
Q1 2019	56,327	$6,294	$80.97	$71.64 - $86.63
Q4 2018	56,735	$5,533	$82.08	$68.37 - $89.93
Q3 2018	58,141	$6,788	$88.44	$78.57 - $94.36
Q2 2018	49,795	$5,290	$83.75	$76.07 - $89.22
Q1 2018	49,850	$5,217	$85.46	$75.36 - $99.83
Q4 2017	48,996	$5,838	$86.27	$81.68 - $92.19
Q3 2017	49,396	$5,932	$82.86	$77.64 - $88.05
Q2 2017	57,265	$6,333	$77.32	$74.11 - $80.96
Q1 2017	58,065	$6,230	$78.36	$73.76 - $84.45
Q4 2016	58,479	$6,624	$80.28	$75.12 - $86.06
Q3 2016	58,428	$6,390	$77.25	$74.66 - $78.79
Q2 2016	61,866	$6,664	$73.08	$70.37 - $75.91
Q1 2016	50,094	$5,283	$67.69	$60.56 - $74.54
Q4 2015	49,664	$4,779	$70.63	$66.47 - $73.93
Q3 2015	49,631	$4,898	$67.80	$64.39 - $71.18
Q2 2015	49,631	$4,809,740	$67.72	$64.42 - $70.34
Q1 2015	49,615	$4,809,678	$69.40	$65.39 - $77.12
Q4 2014	50,710	$5,637	$70.93	$63.01 - $76.24
Q3 2014	52,370	$5,147	$66.34	$63.12 - $69.92
Q2 2014	171,934	$17,651	$66.59	$63.08 - $69.39
Q1 2014	165,839	$16,149	$64.17	$61.16 - $68.85
Q4 2013	158,247	$16,629	$64.45	$57.69 - $69.15
Q3 2013	173,619	$15,864	$57.13	$55.21 - $60.08
Q2 2013	170,149	$14,714	$55.38	$52.70 - $57.99