ISHARES TR

Ticker: IVE CUSIP: 464287408 Class: S&P 500 VAL ETF

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

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

Q4 2025
Shares 1,744 Value ($000) $370 Avg Close — Range —
Q3 2025
Shares 1,744 Value ($000) $360 Avg Close — Range —
Q2 2025
Shares 1,744 Value ($000) $341 Avg Close — Range —
Q1 2025
Shares 1,744 Value ($000) $332 Avg Close — Range —
Q4 2021
Shares 1,744 Value ($000) $273 Avg Close — Range —