EP Wealth Advisors’s Invesco Equal Weight 0-30 Year Treasury ETF GOVI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$189K	Sell	6,878 -242	-3%	-$6.65K	﹤0.01%	1269
2025 Q1	$198K	Sell	7,120 -10,024	-58%	-$279K	﹤0.01%	1138
2024 Q4	$463K	Buy	+17,144	New	+$463K	﹤0.01%	717