EP Wealth Advisors’s Barron's 400 ETF BFOR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-2,885	Closed	-$210K	–	1293
2024 Q4	$210K	Buy	+2,885	New	+$210K	﹤0.01%	1052