VANGUARD WORLD FD

Ticker: ESGV CUSIP: 921910733 Class: ESG US STK ETF

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

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

Q4 2025
Shares 24,739 Value ($000) $2,992 Avg Close — Range —
Q2 2025
Shares 5,215 Value ($000) $572 Avg Close — Range —
Q1 2025
Shares 5,422 Value ($000) $531 Avg Close — Range —
Q4 2024
Shares 9,524 Value ($000) $999 Avg Close — Range —
Q3 2024
Shares 14,096 Value ($000) $1,433 Avg Close — Range —
Q2 2024
Shares 12,376 Value ($000) $1,196 Avg Close — Range —
Q1 2024
Shares 12,376 Value ($000) $1,153 Avg Close — Range —
Q4 2023
Shares 19,514 Value ($000) $1,660 Avg Close — Range —
Q4 2022
Shares 2,675 Value ($000) $176 Avg Close — Range —