ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

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

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

Q4 2025
Shares 1,791 Value ($000) $441 Avg Close — Range —
Q3 2025
Shares 1,923 Value ($000) $465 Avg Close — Range —
Q2 2025
Shares 2,275 Value ($000) $491 Avg Close — Range —
Q1 2025
Shares 2,075 Value ($000) $414 Avg Close — Range —
Q4 2024
Shares 2,075 Value ($000) $458 Avg Close — Range —
Q3 2024
Shares 1,805 Value ($000) $399 Avg Close — Range —
Q2 2024
Shares 1,775 Value ($000) $360 Avg Close — Range —
Q1 2024
Shares 1,775 Value ($000) $373 Avg Close — Range —
Q4 2023
Shares 1,775 Value ($000) $356 Avg Close — Range —
Q3 2023
Shares 1,629 Value ($000) $288 Avg Close — Range —
Q2 2023
Shares 1,629 Value ($000) $305 Avg Close — Range —
Q1 2023
Shares 1,635 Value ($000) $292 Avg Close — Range —
Q4 2022
Shares 1,429 Value ($000) $249 Avg Close — Range —
Q3 2022
Shares 1,499 Value ($000) $247 Avg Close — Range —
Q2 2022
Shares 1,368 Value ($000) $231 Avg Close — Range —
Q1 2022
Shares 1,516 Value ($000) $311 Avg Close — Range —
Q4 2021
Shares 1,516 Value ($000) $337 Avg Close — Range —