VANGUARD BD INDEX FDS

Ticker: BIV CUSIP: 921937819 Class: Fixed Income ETF

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

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

Q4 2025
Shares 46,091 Value ($000) $3,590 Avg Close — Range —
Q3 2025
Shares 47,127 Value ($000) $3,680 Avg Close — Range —
Q2 2025
Shares 53,849 Value ($000) $4,165 Avg Close — Range —
Q1 2025
Shares 58,966 Value ($000) $4,515 Avg Close — Range —
Q4 2024
Shares 80,155 Value ($000) $5,990 Avg Close — Range —
Q3 2024
Shares 696,075 Value ($000) $54,547 Avg Close — Range —
Q2 2024
Shares 693,318 Value ($000) $51,922 Avg Close — Range —
Q1 2024
Shares 635,777 Value ($000) $47,938 Avg Close — Range —
Q4 2023
Shares 669,834 Value ($000) $51,158 Avg Close — Range —
Q3 2023
Shares 227,102 Value ($000) $16,422 Avg Close — Range —
Q2 2023
Shares 180,708 Value ($000) $13,595 Avg Close — Range —
Q1 2023
Shares 159,271 Value ($000) $12,222 Avg Close — Range —
Q4 2022
Shares 141,814 Value ($000) $10,540 Avg Close — Range —
Q4 2021
Shares 2,250 Value ($000) $197 Avg Close — Range —