EP Wealth Advisors’s Q2 Holdings QTWO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$853K	Sell	9,110 -109	-1%	-$10.2K	0.01%	608
2025 Q1	$738K	Buy	9,219 +2,000	+28%	+$160K	0.01%	575
2024 Q4	$727K	Hold	7,219	–	–	0.01%	582
2024 Q3	$576K	Buy	+7,219	New	+$576K	﹤0.01%	644