VANECK ETF TRUST

Ticker: MOAT CUSIP: 92189F643 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 20,081 Value ($000) $2,080 Avg Close — Range —
Q2 2025
Shares 32,925 Value ($000) $3,088 Avg Close — Range —
Q1 2025
Shares 263,765 Value ($000) $23,211 Avg Close — Range —
Q4 2024
Shares 336,389 Value ($000) $31,192 Avg Close — Range —
Q3 2024
Shares 347,904 Value ($000) $33,729 Avg Close — Range —
Q2 2024
Shares 339,193 Value ($000) $29,377 Avg Close — Range —
Q1 2024
Shares 342,818 Value ($000) $30,819 Avg Close — Range —
Q4 2023
Shares 159,422 Value ($000) $13,530 Avg Close — Range —
Q3 2023
Shares 8,616 Value ($000) $653 Avg Close — Range —
Q2 2023
Shares 1,076,000 Value ($000) $1,129 Avg Close — Range —
Q1 2023
Shares 32,084 Value ($000) $1,432 Avg Close — Range —