EP Wealth Advisors’s Sun Life Financial SLF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$274K	Buy	+4,122	New	+$274K	﹤0.01%	1075
2024 Q4	–	Sell	-4,576	Closed	-$266K	–	1313
2024 Q3	$266K	Buy	+4,576	New	+$266K	﹤0.01%	908