EP Wealth Advisors’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$32.5M	Sell	745,542 -9,699	-1%	-$423K	0.21%	83
2025 Q1	$28.5M	Buy	755,241 +2,591	+0.3%	+$97.8K	0.23%	81
2024 Q4	$30.4M	Sell	752,650 -589	-0.1%	-$23.8K	0.25%	78
2024 Q3	$31M	Buy	+753,239	New	+$31M	0.27%	75