VANGUARD INDEX FDS

Ticker: VOT CUSIP: 922908538 Class: MCAP GR IDXVIP

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

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

Q4 2025
Shares 1,405,344 Value ($000) $392,288 Avg Close — Range —
Q2 2025
Shares 1,229,552 Value ($000) $349,672 Avg Close — Range —
Q1 2025
Shares 1,061,830 Value ($000) $259,766 Avg Close — Range —
Q4 2024
Shares 936,468 Value ($000) $237,629 Avg Close — Range —
Q3 2024
Shares 715,993 Value ($000) $174,323 Avg Close — Range —
Q2 2024
Shares 518,452 Value ($000) $119,016 Avg Close — Range —
Q1 2024
Shares 460,759 Value ($000) $108,642 Avg Close — Range —
Q4 2023
Shares 467,790 Value ($000) $102,713 Avg Close — Range —
Q3 2023
Shares 405,392 Value ($000) $78,958 Avg Close — Range —
Q2 2023
Shares 112,185 Value ($000) $76,765 Avg Close — Range —
Q1 2023
Shares 32,087 Value ($000) $12,067 Avg Close — Range —
Q4 2022
Shares 295,480 Value ($000) $53,115 Avg Close — Range —
Q3 2022
Shares 217,711 Value ($000) $37,128 Avg Close — Range —
Q2 2022
Shares 168,541 Value ($000) $29,559 Avg Close — Range —
Q1 2022
Shares 118,889 Value ($000) $26,490 Avg Close — Range —
Q4 2021
Shares 98,987 Value ($000) $25,204 Avg Close — Range —
Q3 2021
Shares 82,097 Value ($000) $19,399 Avg Close — Range —
Q2 2021
Shares 64,249 Value ($000) $15,185 Avg Close — Range —
Q1 2021
Shares 31,796 Value ($000) $6,823 Avg Close — Range —
Q4 2020
Shares 18,844 Value ($000) $3,996 Avg Close — Range —
Q3 2020
Shares 35,896 Value ($000) $6,466 Avg Close — Range —
Q2 2020
Shares 59,828 Value ($000) $9,876 Avg Close — Range —
Q1 2020
Shares 65,183 Value ($000) $8,258 Avg Close — Range —
Q4 2019
Shares 63,539 Value ($000) $10,089 Avg Close — Range —
Q3 2019
Shares 16,210 Value ($000) $2,401 Avg Close — Range —
Q2 2019
Shares 16,321 Value ($000) $2,437 Avg Close — Range —
Q1 2019
Shares 21,159 Value ($000) $3,021 Avg Close — Range —
Q4 2018
Shares 21,538 Value ($000) $2,578 Avg Close — Range —
Q3 2018
Shares 7,355 Value ($000) $1,048 Avg Close — Range —
Q2 2018
Shares 6,556 Value ($000) $881 Avg Close — Range —
Q1 2018
Shares 6,529 Value ($000) $846 Avg Close — Range —