EP Wealth Advisors’s Eastern Bankshares EBC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-13,845	Closed	-$239K	–	1309
2024 Q4	$239K	Sell	13,845 -321	-2%	-$5.54K	﹤0.01%	975
2024 Q3	$232K	Buy	+14,166	New	+$232K	﹤0.01%	971