EP Wealth Advisors’s State Street STT Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$699K	Buy	6,577 +3,255	+98%	+$346K	﹤0.01%	658
2025 Q1	$297K	Buy	3,322 +10	+0.3%	+$895	﹤0.01%	915
2024 Q4	$325K	Sell	3,312 -168	-5%	-$16.5K	﹤0.01%	839
2024 Q3	$308K	Buy	+3,480	New	+$308K	﹤0.01%	850