ZIONS BANCORPORATION N A

Ticker: ZION CUSIP: 989701107 Class: COM

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

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

Q4 2025
Shares 13,855 Value ($000) $811 Avg Close $54.46 Range $46.19 - $60.77
Q2 2025
Shares 11,040 Value ($000) $573 Avg Close $46.91 Range $39.32 - $52.32
Q1 2025
Shares 12,711 Value ($000) $634 Avg Close $53.85 Range $46.19 - $59.45
Q4 2024
Shares 12,738 Value ($000) $691 Avg Close $54.79 Range $44.96 - $63.22
Q3 2024
Shares 16,695 Value ($000) $788 Avg Close $47.34 Range $42.33 - $53.32
Q2 2024
Shares 8,589 Value ($000) $373 Avg Close $42.20 Range $39.05 - $45.54
Q1 2024
Shares 9,485 Value ($000) $412 Avg Close $41.24 Range $37.76 - $45.33
Q4 2023
Shares 8,831 Value ($000) $387 Avg Close $36.12 Range $28.90 - $46.15
Q3 2023
Shares 11,710 Value ($000) $409 Avg Close $34.87 Range $26.69 - $39.64
Q2 2023
Shares 5,550 Value ($000) $316 Avg Close $27.74 Range $18.26 - $33.13
Q1 2023
Shares 5,539,353 Value ($000) $59,714 Avg Close $45.76 Range $22.55 - $55.20
Q4 2022
Shares 12,619 Value ($000) $620 Avg Close $50.03 Range $45.21 - $56.10
Q3 2022
Shares 13,147 Value ($000) $669 Avg Close $54.69 Range $47.92 - $59.75
Q2 2022
Shares 12,978 Value ($000) $661 Avg Close $56.83 Range $49.94 - $67.25
Q1 2022
Shares 13,783 Value ($000) $904 Avg Close $68.41 Range $59.49 - $75.44
Q4 2021
Shares 16,878 Value ($000) $1,066 Avg Close $63.85 Range $58.18 - $68.25
Q3 2021
Shares 16,957 Value ($000) $1,049 Avg Close $54.94 Range $47.06 - $64.00
Q2 2021
Shares 17,176 Value ($000) $908 Avg Close $56.00 Range $49.79 - $60.65
Q1 2021
Shares 17,153 Value ($000) $943 Avg Close $51.49 Range $42.12 - $60.22
Q4 2020
Shares 5,226 Value ($000) $227 Avg Close $36.98 Range $28.57 - $44.30
Q4 2019
Shares 4,121 Value ($000) $214 Avg Close $48.54 Range $41.61 - $52.08