EP Wealth Advisors’s US Treasury 2 Year Note ETF UTWO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.5M	Buy	51,601 +2,288	+5%	+$111K	0.02%	371
2025 Q1	$2.39M	Buy	49,313 +12,403	+34%	+$601K	0.02%	334
2024 Q4	$1.77M	Buy	36,910 +78	+0.2%	+$3.75K	0.01%	378
2024 Q3	$1.8M	Buy	+36,832	New	+$1.8M	0.02%	377