VANGUARD TAX-MANAGED FDS

Ticker: VEA CUSIP: 921943858 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 6,020 Value ($000) $376 Avg Close — Range —
Q3 2025
Shares 4,723 Value ($000) $283 Avg Close — Range —
Q2 2025
Shares 4,722 Value ($000) $269 Avg Close — Range —
Q1 2025
Shares 4,721 Value ($000) $240 Avg Close — Range —
Q3 2024
Shares 4,028 Value ($000) $213 Avg Close — Range —
Q4 2023
Shares 5,839 Value ($000) $280 Avg Close — Range —
Q1 2022
Shares 4,692 Value ($000) $225 Avg Close — Range —
Q4 2021
Shares 4,685 Value ($000) $239 Avg Close — Range —