UBS GROUP AG

Ticker: UBS CUSIP: H42097107 Class: Com

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

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

Q4 2025
Shares 12,494 Value ($000) $579 Avg Close $40.40 Range $36.44 - $47.30
Q2 2025
Shares 7,638 Value ($000) $258 Avg Close $30.94 Range $25.75 - $34.56