AFFILIATED MANAGERS GROUP

Ticker: AMG CUSIP: 008252108 Class: COM

Amplius Wealth Advisors, LLC's Holding History (CIK: 0001900584)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025

Shares 19,613 Value ($000) $5,654 Avg Close $258.45 Range $230.09 - $299.69

Q3 2025

Shares 19,596 Value ($000) $4,672 Avg Close $220.39 Range $194.74 - $250.14

Q2 2025

Shares 19,596 Value ($000) $3,856 Avg Close $173.47 Range $139.20 - $199.47

Q1 2025

Shares 17,195 Value ($000) $2,889 Avg Close $174.30 Range $151.61 - $191.09

Q4 2024

Shares 17,199 Value ($000) $3,180 Avg Close $186.57 Range $173.54 - $199.47

Q3 2024

Shares 17,195 Value ($000) $3,057 Avg Close $169.81 Range $152.32 - $189.75

Q2 2024

Shares 17,195 Value ($000) $2,686 Avg Close $159.16 Range $147.08 - $169.59

Q1 2024

Shares 18,925 Value ($000) $3,169 Avg Close $155.40 Range $145.30 - $167.84

Q4 2023

Shares 15,236 Value ($000) $2,307 Avg Close $134.30 Range $120.16 - $156.31

Q3 2023

Shares 15,236 Value ($000) $1,986 Avg Close $139.81 Range $129.01 - $163.83

Q2 2023

Shares 15,238 Value ($000) $2,284 Avg Close $143.06 Range $135.39 - $151.92

Q1 2023

Shares 1,956 Value ($000) $279 Avg Close $157.88 Range $132.31 - $180.50

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	19,613	$5,654	$258.45	$230.09 - $299.69
Q3 2025	19,596	$4,672	$220.39	$194.74 - $250.14
Q2 2025	19,596	$3,856	$173.47	$139.20 - $199.47
Q1 2025	17,195	$2,889	$174.30	$151.61 - $191.09
Q4 2024	17,199	$3,180	$186.57	$173.54 - $199.47
Q3 2024	17,195	$3,057	$169.81	$152.32 - $189.75
Q2 2024	17,195	$2,686	$159.16	$147.08 - $169.59
Q1 2024	18,925	$3,169	$155.40	$145.30 - $167.84
Q4 2023	15,236	$2,307	$134.30	$120.16 - $156.31
Q3 2023	15,236	$1,986	$139.81	$129.01 - $163.83
Q2 2023	15,238	$2,284	$143.06	$135.39 - $151.92
Q1 2023	1,956	$279	$157.88	$132.31 - $180.50