VANGUARD WORLD FDS

Ticker: VPU CUSIP: 92204A876 Class: UTILITIES ETF

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

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

Q4 2025
Shares 4,217 Value ($000) $780 Avg Close — Range —
Q2 2025
Shares 4,315 Value ($000) $762 Avg Close — Range —
Q1 2025
Shares 4,180 Value ($000) $714 Avg Close — Range —
Q4 2024
Shares 4,682 Value ($000) $765 Avg Close — Range —
Q3 2024
Shares 6,912 Value ($000) $1,203 Avg Close — Range —
Q2 2024
Shares 6,841 Value ($000) $1,012 Avg Close — Range —
Q1 2024
Shares 6,841 Value ($000) $975 Avg Close — Range —
Q4 2023
Shares 4,701 Value ($000) $644 Avg Close — Range —
Q3 2023
Shares 6,107 Value ($000) $779 Avg Close — Range —
Q2 2023
Shares 7,310 Value ($000) $745 Avg Close — Range —
Q1 2023
Shares 331,249 Value ($000) $64,557 Avg Close — Range —
Q4 2022
Shares 5,618 Value ($000) $862 Avg Close — Range —
Q2 2022
Shares 4,044 Value ($000) $616 Avg Close — Range —
Q1 2022
Shares 3,780 Value ($000) $612 Avg Close — Range —