EP Wealth Advisors’s Avantis US Equity ETF AVUS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$216K	Hold	2,145	–	–	﹤0.01%	1212
2025 Q1	$198K	Hold	2,145	–	–	﹤0.01%	1137
2024 Q4	$208K	Buy	+2,145	New	+$208K	﹤0.01%	1057
2024 Q1	–	Sell	-9,236	Closed	-$753K	–	836
2023 Q4	$753K	Buy	+9,236	New	+$753K	0.01%	416