VANGUARD BD INDEX FDS

Ticker: BIV CUSIP: 921937819 Class: Fixed Income ETF

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

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

Q4 2025
Shares 8,635,792 Value ($000) $672,555 Avg Close — Range —
Q2 2025
Shares 6,071,963 Value ($000) $469,606 Avg Close — Range —
Q1 2025
Shares 5,394,520 Value ($000) $413,058 Avg Close — Range —
Q4 2024
Shares 4,575,308 Value ($000) $341,913 Avg Close — Range —
Q3 2024
Shares 3,037,989 Value ($000) $238,087 Avg Close — Range —
Q2 2024
Shares 2,193,072 Value ($000) $164,239 Avg Close — Range —
Q1 2024
Shares 1,600,959 Value ($000) $120,712 Avg Close — Range —
Q4 2023
Shares 1,080,172 Value ($000) $82,504 Avg Close — Range —
Q3 2023
Shares 539,938 Value ($000) $39,043 Avg Close — Range —
Q2 2023
Shares 42,685 Value ($000) $17,619 Avg Close — Range —
Q1 2023
Shares 18,634 Value ($000) $629 Avg Close — Range —
Q4 2022
Shares 157,080 Value ($000) $11,674 Avg Close — Range —
Q3 2022
Shares 133,677 Value ($000) $9,823 Avg Close — Range —
Q2 2022
Shares 123,952 Value ($000) $9,625 Avg Close — Range —
Q1 2022
Shares 44,587 Value ($000) $3,652 Avg Close — Range —
Q4 2021
Shares 44,402 Value ($000) $3,890 Avg Close — Range —
Q3 2021
Shares 40,453 Value ($000) $3,618 Avg Close — Range —
Q2 2021
Shares 41,186 Value ($000) $3,705 Avg Close — Range —
Q1 2021
Shares 20,301 Value ($000) $1,801 Avg Close — Range —
Q4 2020
Shares 17,190 Value ($000) $1,596 Avg Close — Range —
Q3 2020
Shares 16,196 Value ($000) $1,514 Avg Close — Range —
Q2 2020
Shares 16,217 Value ($000) $1,511 Avg Close — Range —
Q1 2020
Shares 16,250 Value ($000) $1,452 Avg Close — Range —