EP Wealth Advisors’s Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF PDN Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$223K	Sell	5,737 -297	-5%	-$11.6K	﹤0.01%	1190
2025 Q1	$202K	Buy	6,034 +13	+0.2%	+$435	﹤0.01%	1130
2024 Q4	$190K	Buy	+6,021	New	+$190K	﹤0.01%	1095