ISHARES TR

Ticker: SMAX CUSIP: 46438G588 Class: LARGE CAP MAX BU

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

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

Q4 2025
Shares 48,101 Value ($000) $1,297 Avg Close — Range —
Q3 2025
Shares 48,101 Value ($000) $1,288 Avg Close — Range —
Q2 2025
Shares 50,101 Value ($000) $1,305 Avg Close — Range —