VANGUARD WORLD FD

Ticker: VSGX CUSIP: 921910725 Class: ESG INTL STK ETF

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

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

Q4 2025
Shares 7,535 Value ($000) $540 Avg Close — Range —
Q2 2025
Shares 6,410 Value ($000) $420 Avg Close — Range —
Q1 2025
Shares 6,410 Value ($000) $378 Avg Close — Range —
Q4 2024
Shares 6,410 Value ($000) $363 Avg Close — Range —
Q3 2024
Shares 7,401 Value ($000) $455 Avg Close — Range —
Q2 2024
Shares 1,957 Value ($000) $112 Avg Close — Range —
Q1 2024
Shares 2,020 Value ($000) $116 Avg Close — Range —
Q4 2023
Shares 2,026 Value ($000) $112 Avg Close — Range —
Q3 2023
Shares 2,436 Value ($000) $123 Avg Close — Range —
Q4 2022
Shares 6,105 Value ($000) $300 Avg Close — Range —
Q2 2022
Shares 4,995 Value ($000) $245 Avg Close — Range —
Q1 2022
Shares 22,880 Value ($000) $1,309 Avg Close — Range —
Q3 2021
Shares 15,000 Value ($000) $926 Avg Close — Range —
Q1 2021
Shares 15,000 Value ($000) $921 Avg Close — Range —
Q4 2020
Shares 15,000 Value ($000) $889 Avg Close — Range —
Q3 2020
Shares 15,000 Value ($000) $774 Avg Close — Range —
Q1 2020
Shares 29,800 Value ($000) $1,226 Avg Close — Range —