SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

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

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

Q4 2025
Shares 10,312 Value ($000) $7,032 Avg Close — Range —
Q3 2025
Shares 10,140 Value ($000) $6,755 Avg Close — Range —
Q2 2025
Shares 11,490 Value ($000) $7,099 Avg Close — Range —
Q1 2025
Shares 11,250 Value ($000) $6,293 Avg Close — Range —
Q4 2024
Shares 11,250 Value ($000) $6,593 Avg Close — Range —
Q3 2024
Shares 11,207 Value ($000) $6,430 Avg Close — Range —
Q2 2024
Shares 11,227 Value ($000) $6,110 Avg Close — Range —
Q1 2024
Shares 11,282 Value ($000) $5,901 Avg Close — Range —
Q4 2023
Shares 12,171 Value ($000) $5,785 Avg Close — Range —
Q3 2023
Shares 11,566 Value ($000) $4,944 Avg Close — Range —
Q2 2023
Shares 11,739 Value ($000) $5,204 Avg Close — Range —
Q1 2023
Shares 12,363 Value ($000) $5,061 Avg Close — Range —
Q4 2022
Shares 11,980 Value ($000) $4,581 Avg Close — Range —
Q3 2022
Shares 11,876 Value ($000) $4,242 Avg Close — Range —
Q2 2022
Shares 11,076 Value ($000) $4,178 Avg Close — Range —
Q1 2022
Shares 10,563 Value ($000) $4,771 Avg Close — Range —
Q4 2021
Shares 10,562 Value ($000) $5,016 Avg Close — Range —