VANGUARD SCOTTSDALE FDS

Ticker: VGIT CUSIP: 92206C706 Class: ETF

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

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

Q4 2025
Shares 29,836 Value ($000) $1,788 Avg Close Range
Q2 2025
Shares 14,405 Value ($000) $862 Avg Close Range
Q1 2025
Shares 17,924 Value ($000) $1,065 Avg Close Range
Q4 2024
Shares 23,442 Value ($000) $1,360 Avg Close Range
Q3 2024
Shares 32,826 Value ($000) $1,983 Avg Close Range
Q2 2024
Shares 37,927 Value ($000) $2,208 Avg Close Range
Q1 2024
Shares 2,605 Value ($000) $153 Avg Close Range
Q4 2023
Shares 5,152 Value ($000) $306 Avg Close Range
Q1 2023
Shares 48,297 Value ($000) $4,683 Avg Close Range
Q4 2022
Shares 53,989 Value ($000) $3,157 Avg Close Range
Q3 2022
Shares 53,584 Value ($000) $3,125 Avg Close Range
Q2 2022
Shares 53,058 Value ($000) $3,245 Avg Close Range
Q1 2022
Shares 54,705 Value ($000) $3,441 Avg Close Range
Q4 2021
Shares 60,565 Value ($000) $4,026 Avg Close Range
Q3 2021
Shares 76,586 Value ($000) $5,173 Avg Close Range
Q2 2021
Shares 118,486 Value ($000) $8,035 Avg Close Range
Q1 2021
Shares 194,686 Value ($000) $13,089 Avg Close Range
Q4 2020
Shares 268,294 Value ($000) $18,625 Avg Close Range