EP Wealth Advisors’s Columbia Banking Systems COLB Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$697K	Buy	29,791 +12,489	+72%	+$292K	﹤0.01%	659
2025 Q1	$432K	Buy	17,302 +5,408	+45%	+$135K	﹤0.01%	759
2024 Q4	$321K	Sell	11,894 -3,053	-20%	-$82.5K	﹤0.01%	846
2024 Q3	$390K	Buy	+14,947	New	+$390K	﹤0.01%	770