VANGUARD SPECIALIZED FUNDS

Ticker: VIG CUSIP: 921908844 Class: DIV APP ETF

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

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

Q4 2025
Shares 11,349 Value ($000) $2,494 Avg Close Range
Q3 2025
Shares 11,786 Value ($000) $2,543 Avg Close Range
Q2 2025
Shares 27,558 Value ($000) $5,638 Avg Close Range
Q1 2025
Shares 27,536 Value ($000) $5,342 Avg Close Range
Q4 2024
Shares 27,704 Value ($000) $5,426 Avg Close Range
Q3 2024
Shares 27,935 Value ($000) $5,533 Avg Close Range
Q2 2024
Shares 28,590 Value ($000) $5,219 Avg Close Range
Q1 2024
Shares 28,275 Value ($000) $5,163 Avg Close Range
Q4 2023
Shares 32,669 Value ($000) $5,567 Avg Close Range
Q3 2023
Shares 33,195 Value ($000) $5,158 Avg Close Range
Q2 2023
Shares 34,560 Value ($000) $5,614 Avg Close Range
Q1 2023
Shares 35,278 Value ($000) $5,433 Avg Close Range
Q4 2022
Shares 38,123 Value ($000) $5,789 Avg Close Range
Q3 2022
Shares 37,811 Value ($000) $5,110 Avg Close Range
Q2 2022
Shares 38,248 Value ($000) $5,487 Avg Close Range
Q1 2022
Shares 53,796 Value ($000) $8,723 Avg Close Range
Q4 2021
Shares 54,888 Value ($000) $9,427 Avg Close Range