VANGUARD INDEX FDS

Ticker: VOE CUSIP: 922908512 Class: MCAP VL IDXVIP

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

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

Q4 2025
Shares 3,906,096 Value ($000) $692,824 Avg Close — Range —
Q2 2025
Shares 1,674,933 Value ($000) $275,460 Avg Close — Range —
Q1 2025
Shares 1,515,445 Value ($000) $243,290 Avg Close — Range —
Q4 2024
Shares 1,276,253 Value ($000) $206,459 Avg Close — Range —
Q3 2024
Shares 927,092 Value ($000) $155,446 Avg Close — Range —
Q2 2024
Shares 730,634 Value ($000) $109,909 Avg Close — Range —
Q1 2024
Shares 650,698 Value ($000) $101,450 Avg Close — Range —
Q4 2023
Shares 649,040 Value ($000) $94,117 Avg Close — Range —
Q3 2023
Shares 557,365 Value ($000) $72,993 Avg Close — Range —
Q2 2023
Shares 9,159 Value ($000) $69,237 Avg Close — Range —
Q1 2023
Shares 21,738 Value ($000) $4,585 Avg Close — Range —
Q4 2022
Shares 385,499 Value ($000) $52,135 Avg Close — Range —
Q3 2022
Shares 294,570 Value ($000) $35,870 Avg Close — Range —
Q2 2022
Shares 258,787 Value ($000) $33,518 Avg Close — Range —
Q1 2022
Shares 180,169 Value ($000) $26,966 Avg Close — Range —
Q4 2021
Shares 143,761 Value ($000) $21,612 Avg Close — Range —
Q3 2021
Shares 110,925 Value ($000) $15,486 Avg Close — Range —
Q2 2021
Shares 78,891 Value ($000) $11,084 Avg Close — Range —
Q1 2021
Shares 27,109 Value ($000) $3,656 Avg Close — Range —
Q4 2020
Shares 3,668 Value ($000) $436 Avg Close — Range —
Q3 2020
Shares 24,452 Value ($000) $2,479 Avg Close — Range —
Q2 2020
Shares 41,079 Value ($000) $3,931 Avg Close — Range —
Q1 2020
Shares 44,258 Value ($000) $3,598 Avg Close — Range —
Q4 2019
Shares 57,699 Value ($000) $6,877 Avg Close — Range —