VANGUARD BD INDEX FDS

Ticker: BSV CUSIP: 921937827 Class: SHORT TRM BOND

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

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

Q4 2025
Shares 35,009 Value ($000) $2,759 Avg Close — Range —
Q2 2025
Shares 17,774 Value ($000) $1,399 Avg Close — Range —
Q1 2025
Shares 10,874 Value ($000) $851 Avg Close — Range —
Q4 2024
Shares 17,102 Value ($000) $1,321 Avg Close — Range —
Q3 2024
Shares 20,553 Value ($000) $1,617 Avg Close — Range —
Q2 2024
Shares 13,258 Value ($000) $1,017 Avg Close — Range —
Q1 2024
Shares 21,977 Value ($000) $1,685 Avg Close — Range —
Q4 2023
Shares 25,192 Value ($000) $1,940 Avg Close — Range —
Q3 2023
Shares 8,214 Value ($000) $617 Avg Close — Range —
Q2 2023
Shares 17,948 Value ($000) $573 Avg Close — Range —
Q1 2023
Shares 17,948 Value ($000) $8,641 Avg Close — Range —
Q4 2022
Shares 16,189 Value ($000) $1,219 Avg Close — Range —
Q3 2022
Shares 16,443 Value ($000) $1,230 Avg Close — Range —
Q2 2022
Shares 13,640 Value ($000) $1,047 Avg Close — Range —
Q1 2022
Shares 17,924 Value ($000) $1,396 Avg Close — Range —
Q4 2021
Shares 21,126 Value ($000) $1,708 Avg Close — Range —
Q3 2021
Shares 18,391 Value ($000) $1,507 Avg Close — Range —
Q2 2021
Shares 20,942 Value ($000) $1,721 Avg Close — Range —
Q1 2021
Shares 9,280 Value ($000) $763 Avg Close — Range —
Q4 2020
Shares 8,636 Value ($000) $716 Avg Close — Range —
Q3 2020
Shares 8,216 Value ($000) $682 Avg Close — Range —
Q2 2020
Shares 12,439 Value ($000) $1,034 Avg Close — Range —
Q1 2020
Shares 11,206 Value ($000) $921 Avg Close — Range —
Q1 2019
Shares 7,815 Value ($000) $622 Avg Close — Range —
Q4 2018
Shares 58,275 Value ($000) $4,579 Avg Close — Range —
Q3 2018
Shares 181,671 Value ($000) $14,176 Avg Close — Range —