EP Wealth Advisors’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$20.7M	Buy	415,067 +16,590	+4%	+$826K	0.14%	125
2025 Q1	$19.8M	Buy	398,477 +24,299	+6%	+$1.21M	0.16%	111
2024 Q4	$18.5M	Buy	374,178 +56,607	+18%	+$2.8M	0.15%	109
2024 Q3	$15.8M	Buy	+317,571	New	+$15.8M	0.14%	118