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EP Wealth Advisors, LLC
> XLU
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | SELECT SECTOR SPDR TR SBI INT-UTILS | XLU | 112,716 | 94,924 | 3,595,316,000 | 2,341,006,000 | $31,897.12 |
| 12/31/2022 | SELECT SECTOR SPDR TR SBI INT-UTILS | XLU | 17,792 | 17,792 | 1,254,310,000 | 1,254,310,000 | $70,498.54 |
| 09/30/2022 | SELECT SECTOR SPDR TR SBI INT-UTILS | XLU | 0 | -1,958 | 0 | -137,000 | |
| 06/30/2022 | SELECT SECTOR SPDR TR SBI INT-UTILS | XLU | 1,958 | -7 | 137,000 | -9,000 | $69.97 |
| 03/31/2022 | SELECT SECTOR SPDR TR SBI INT-UTILS | XLU | 1,965 | 1,965 | 146,000 | 146,000 | $74.30 |
| 09/30/2020 | SELECT SECTOR SPDR TR SBI INT-UTILS | XLU | 0 | -3,554 | 0 | -201,000 | |
| 06/30/2020 | SELECT SECTOR SPDR TR SBI INT-UTILS | XLU | 3,554 | -1,515 | 201,000 | -80,000 | $56.56 |
| 03/31/2020 | SELECT SECTOR SPDR TR SBI INT-UTILS | XLU | 5,069 | 5,069 | 281,000 | 281,000 | $55.43 |
| 03/31/2019 | SELECT SECTOR SPDR TR SBI INT-UTILS | XLU | 0 | -8,813 | 0 | -466,000 | |
| 12/31/2018 | SELECT SECTOR SPDR TR SBI INT-UTILS | XLU | 8,813 | 8,813 | 466,000 | 466,000 | $52.88 |
| 03/31/2018 | SELECT SECTOR SPDR TR SBI INT-UTILS | XLU | 0 | -4,955 | 0 | -261,000 | |
| 12/31/2017 | SELECT SECTOR SPDR TR SBI INT-UTILS | XLU | 4,955 | 4,955 | 261,000 | 261,000 | $52.67 |
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