EP Wealth Advisors’s Federated Hermes FHI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$275K	Sell	6,203 -68	-1%	-$3.01K	﹤0.01%	1073
2025 Q1	$256K	Buy	6,271 +1,084	+21%	+$44.2K	﹤0.01%	1004
2024 Q4	$213K	Buy	+5,187	New	+$213K	﹤0.01%	1043