ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

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

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

Q4 2025
Shares 49,313 Value ($000) $7,332 Avg Close — Range —
Q3 2025
Shares 51,395 Value ($000) $7,486 Avg Close — Range —
Q2 2025
Shares 64,771 Value ($000) $8,747 Avg Close — Range —
Q1 2025
Shares 61,198 Value ($000) $7,467 Avg Close — Range —
Q4 2024
Shares 60,085 Value ($000) $7,728 Avg Close — Range —
Q3 2024
Shares 59,714 Value ($000) $7,501 Avg Close — Range —
Q2 2024
Shares 62,883 Value ($000) $7,469 Avg Close — Range —
Q1 2024
Shares 55,611 Value ($000) $6,412 Avg Close — Range —
Q4 2023
Shares 60,724 Value ($000) $6,390 Avg Close — Range —
Q3 2023
Shares 63,021 Value ($000) $5,936 Avg Close — Range —
Q2 2023
Shares 63,543 Value ($000) $6,217 Avg Close — Range —
Q1 2023
Shares 60,706 Value ($000) $5,497 Avg Close — Range —
Q4 2022
Shares 60,080 Value ($000) $5,095 Avg Close — Range —
Q3 2022
Shares 50,003 Value ($000) $3,977 Avg Close — Range —
Q2 2022
Shares 44,536 Value ($000) $3,731 Avg Close — Range —
Q1 2022
Shares 50,135 Value ($000) $5,060 Avg Close — Range —
Q4 2021
Shares 54,826 Value ($000) $5,865 Avg Close — Range —