VANGUARD INDEX FDS

Ticker: VOO CUSIP: 922908363 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 353,724 Value ($000) $221,831 Avg Close — Range —
Q2 2025
Shares 308,707 Value ($000) $175,355 Avg Close — Range —
Q1 2025
Shares 184,743 Value ($000) $94,941 Avg Close — Range —
Q4 2024
Shares 146,996 Value ($000) $79,203 Avg Close — Range —
Q3 2024
Shares 95,695 Value ($000) $50,496 Avg Close — Range —
Q2 2024
Shares 53,916 Value ($000) $26,965 Avg Close — Range —
Q1 2024
Shares 54,942 Value ($000) $26,411 Avg Close — Range —
Q4 2023
Shares 53,854 Value ($000) $23,524 Avg Close — Range —
Q3 2023
Shares 45,567 Value ($000) $17,894 Avg Close — Range —
Q2 2023
Shares 2,494 Value ($000) $18,391 Avg Close — Range —
Q1 2023
Shares 1,290 Value ($000) $240 Avg Close — Range —
Q4 2022
Shares 26,690 Value ($000) $9,377 Avg Close — Range —
Q3 2022
Shares 30,133 Value ($000) $9,893 Avg Close — Range —
Q2 2022
Shares 26,269 Value ($000) $9,112 Avg Close — Range —
Q1 2022
Shares 27,561 Value ($000) $11,443 Avg Close — Range —
Q4 2021
Shares 28,154 Value ($000) $12,291 Avg Close — Range —
Q3 2021
Shares 18,513 Value ($000) $7,302 Avg Close — Range —
Q2 2021
Shares 23,017 Value ($000) $9,058 Avg Close — Range —
Q1 2021
Shares 22,494 Value ($000) $8,195 Avg Close — Range —
Q4 2020
Shares 9,210 Value ($000) $3,165 Avg Close — Range —
Q3 2020
Shares 10,574 Value ($000) $3,253 Avg Close — Range —
Q2 2020
Shares 16,051 Value ($000) $4,549 Avg Close — Range —
Q1 2020
Shares 16,505 Value ($000) $3,909 Avg Close — Range —
Q4 2019
Shares 13,491 Value ($000) $3,991 Avg Close — Range —
Q3 2019
Shares 4,395 Value ($000) $1,198 Avg Close — Range —
Q2 2019
Shares 3,475 Value ($000) $935 Avg Close — Range —
Q4 2018
Shares 2,510 Value ($000) $577 Avg Close — Range —
Q3 2018
Shares 2,620 Value ($000) $700 Avg Close — Range —
Q2 2018
Shares 1,203 Value ($000) $300 Avg Close — Range —
Q1 2018
Shares 1,103 Value ($000) $267 Avg Close — Range —
Q4 2017
Shares 1,204 Value ($000) $295 Avg Close — Range —
Q3 2017
Shares 1,204 Value ($000) $278 Avg Close — Range —
Q2 2017
Shares 1,270 Value ($000) $282 Avg Close — Range —