ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 1,396 Value ($000) $956 Avg Close — Range —
Q3 2025
Shares 1,391 Value ($000) $931 Avg Close — Range —
Q2 2025
Shares 1,449 Value ($000) $900 Avg Close — Range —
Q1 2025
Shares 1,418 Value ($000) $797 Avg Close — Range —
Q4 2024
Shares 1,413 Value ($000) $832 Avg Close — Range —
Q3 2024
Shares 1,408 Value ($000) $812 Avg Close — Range —
Q2 2024
Shares 1,403 Value ($000) $768 Avg Close — Range —
Q4 2021
Shares 995 Value ($000) $474 Avg Close — Range —