VANGUARD WHITEHALL FDS

Ticker: VYM CUSIP: 921946406 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 117,571 Value ($000) $16,874 Avg Close Range
Q2 2025
Shares 99,601 Value ($000) $13,278 Avg Close Range
Q1 2025
Shares 84,258 Value ($000) $10,866 Avg Close Range
Q4 2024
Shares 67,630 Value ($000) $8,629 Avg Close Range
Q3 2024
Shares 65,557 Value ($000) $8,404 Avg Close Range
Q2 2024
Shares 57,673 Value ($000) $6,840 Avg Close Range
Q1 2024
Shares 62,798 Value ($000) $7,598 Avg Close Range
Q4 2023
Shares 60,920 Value ($000) $6,801 Avg Close Range
Q3 2023
Shares 19,846 Value ($000) $2,051 Avg Close Range
Q2 2023
Shares 53,357 Value ($000) $2,145 Avg Close Range
Q1 2023
Shares 72,630 Value ($000) $4,010 Avg Close Range
Q4 2022
Shares 22,641 Value ($000) $2,450 Avg Close Range
Q3 2022
Shares 23,955 Value ($000) $2,273 Avg Close Range
Q2 2022
Shares 16,223 Value ($000) $1,650 Avg Close Range
Q1 2022
Shares 15,669 Value ($000) $1,759 Avg Close Range
Q4 2021
Shares 12,690 Value ($000) $1,423 Avg Close Range
Q3 2021
Shares 12,090 Value ($000) $1,249 Avg Close Range
Q2 2021
Shares 11,716 Value ($000) $1,228 Avg Close Range
Q1 2021
Shares 14,302 Value ($000) $1,446 Avg Close Range
Q4 2020
Shares 7,726 Value ($000) $707 Avg Close Range
Q3 2020
Shares 7,569 Value ($000) $613 Avg Close Range
Q1 2020
Shares 9,813 Value ($000) $694 Avg Close Range
Q4 2019
Shares 7,821 Value ($000) $733 Avg Close Range