ISHARES TR

Ticker: IUSG CUSIP: 464287671 Class: CORE S&P US GWT

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

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

Q4 2025
Shares 42,529 Value ($000) $7,142 Avg Close — Range —
Q3 2025
Shares 43,598 Value ($000) $7,174 Avg Close — Range —
Q2 2025
Shares 118,677 Value ($000) $17,843 Avg Close — Range —
Q1 2025
Shares 119,264 Value ($000) $15,156 Avg Close — Range —
Q4 2024
Shares 119,827 Value ($000) $16,696 Avg Close — Range —
Q3 2024
Shares 118,568 Value ($000) $15,640 Avg Close — Range —
Q2 2024
Shares 119,662 Value ($000) $15,254 Avg Close — Range —
Q1 2024
Shares 125,588 Value ($000) $14,720 Avg Close — Range —
Q4 2023
Shares 133,708 Value ($000) $13,919 Avg Close — Range —
Q3 2023
Shares 133,712 Value ($000) $12,680 Avg Close — Range —
Q2 2023
Shares 136,044 Value ($000) $13,283 Avg Close — Range —
Q1 2023
Shares 137,575 Value ($000) $12,212 Avg Close — Range —
Q4 2022
Shares 135,280 Value ($000) $11,028 Avg Close — Range —
Q3 2022
Shares 218,645 Value ($000) $17,531 Avg Close — Range —
Q2 2022
Shares 215,744 Value ($000) $18,057 Avg Close — Range —
Q1 2022
Shares 227,325 Value ($000) $24,019 Avg Close — Range —
Q4 2021
Shares 239,639 Value ($000) $27,711 Avg Close — Range —