EP Wealth Advisors’s Lincoln National LNC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$425K	Buy	12,289 +196	+2%	+$6.78K	﹤0.01%	848
2025 Q1	$434K	Buy	12,093 +1,554	+15%	+$55.8K	﹤0.01%	757
2024 Q4	$334K	Buy	10,539 +1,507	+17%	+$47.8K	﹤0.01%	829
2024 Q3	$285K	Buy	+9,032	New	+$285K	﹤0.01%	881