EP Wealth Advisors’s Maximus MMS Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$261K	Sell	3,723 -161	-4%	-$11.3K	﹤0.01%	1101
2025 Q1	$265K	Buy	3,884 +497	+15%	+$33.9K	﹤0.01%	977
2024 Q4	$253K	Buy	3,387 +495	+17%	+$37K	﹤0.01%	947
2024 Q3	$269K	Buy	+2,892	New	+$269K	﹤0.01%	902