ISHARES TR

Ticker: IJR CUSIP: 464287804 Class: CORE S&P SCP ETF

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

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

Q4 2025
Shares 327,185 Value ($000) $39,321 Avg Close — Range —
Q3 2025
Shares 319,082 Value ($000) $37,916 Avg Close — Range —
Q2 2025
Shares 282,789 Value ($000) $30,905 Avg Close — Range —
Q1 2025
Shares 328,504 Value ($000) $34,353 Avg Close — Range —
Q4 2024
Shares 282,937 Value ($000) $32,600 Avg Close — Range —
Q3 2024
Shares 285,368 Value ($000) $33,375 Avg Close — Range —
Q2 2024
Shares 23,182 Value ($000) $2,473 Avg Close — Range —
Q1 2024
Shares 22,947 Value ($000) $2,536 Avg Close — Range —
Q4 2023
Shares 23,487 Value ($000) $2,542 Avg Close — Range —
Q3 2023
Shares 23,052 Value ($000) $2,174 Avg Close — Range —
Q2 2023
Shares 23,526 Value ($000) $2,344 Avg Close — Range —
Q1 2023
Shares 23,746 Value ($000) $2,296 Avg Close — Range —
Q4 2022
Shares 22,432 Value ($000) $2,123 Avg Close — Range —
Q3 2022
Shares 205,673 Value ($000) $17,933 Avg Close — Range —
Q2 2022
Shares 20,065 Value ($000) $1,854 Avg Close — Range —
Q1 2022
Shares 24,467 Value ($000) $2,639 Avg Close — Range —
Q4 2021
Shares 22,543 Value ($000) $2,581 Avg Close — Range —