VANGUARD INDEX FDS

Ticker: VBR CUSIP: 922908611 Class: SM CP VAL ETF

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

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

Q4 2025
Shares 1,301 Value ($000) $276 Avg Close Range
Q3 2025
Shares 1,301 Value ($000) $272 Avg Close Range
Q2 2025
Shares 1,591 Value ($000) $310 Avg Close Range
Q1 2025
Shares 1,591 Value ($000) $296 Avg Close Range
Q4 2024
Shares 1,584 Value ($000) $314 Avg Close Range
Q3 2024
Shares 1,584 Value ($000) $318 Avg Close Range
Q2 2024
Shares 1,621 Value ($000) $296 Avg Close Range
Q1 2024
Shares 1,618 Value ($000) $310 Avg Close Range
Q4 2023
Shares 1,649 Value ($000) $297 Avg Close Range
Q3 2023
Shares 1,705 Value ($000) $272 Avg Close Range
Q2 2023
Shares 1,587 Value ($000) $262 Avg Close Range
Q1 2023
Shares 1,919 Value ($000) $305 Avg Close Range
Q4 2022
Shares 2,315 Value ($000) $368 Avg Close Range
Q3 2022
Shares 3,365 Value ($000) $483 Avg Close Range
Q2 2022
Shares 74,993 Value ($000) $11,235 Avg Close Range
Q4 2021
Shares 263 Value ($000) $47 Avg Close Range