EP Wealth Advisors’s Spire SR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$501K	Buy	6,870 +329	+5%	+$24K	﹤0.01%	780
2025 Q1	$512K	Buy	6,541 +2,571	+65%	+$201K	﹤0.01%	699
2024 Q4	$269K	Buy	3,970 +701	+21%	+$47.5K	﹤0.01%	924
2024 Q3	$220K	Buy	+3,269	New	+$220K	﹤0.01%	998