ISHARES TR

Ticker: ESGU CUSIP: 46435G425 Class: ESG AWR MSCI USA

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

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

Q4 2025
Shares 1,953 Value ($000) $291 Avg Close — Range —
Q3 2025
Shares 2,083 Value ($000) $303 Avg Close — Range —
Q2 2025
Shares 2,063 Value ($000) $279 Avg Close — Range —
Q1 2025
Shares 1,894 Value ($000) $231 Avg Close — Range —
Q4 2024
Shares 1,894 Value ($000) $244 Avg Close — Range —
Q3 2024
Shares 1,894 Value ($000) $239 Avg Close — Range —
Q2 2024
Shares 2,009 Value ($000) $240 Avg Close — Range —
Q1 2024
Shares 2,009 Value ($000) $231 Avg Close — Range —
Q4 2023
Shares 1,967 Value ($000) $206 Avg Close — Range —
Q4 2021
Shares 1,170 Value ($000) $126 Avg Close — Range —