ISHARES TR

Ticker: MAXJ CUSIP: 46438G612 Class: LARGE CAP MAX BU

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

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

Q4 2025
Shares 29,067 Value ($000) $820 Avg Close — Range —
Q3 2025
Shares 29,067 Value ($000) $815 Avg Close — Range —
Q2 2025
Shares 43,048 Value ($000) $1,183 Avg Close — Range —
Q1 2025
Shares 722,975 Value ($000) $18,646 Avg Close — Range —
Q4 2024
Shares 931,267 Value ($000) $24,339 Avg Close — Range —