EP Wealth Advisors’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-3,095	Closed	-$157K	–	1365
2024 Q4	$157K	Buy	+3,095	New	+$157K	﹤0.01%	1138