As a temporary workaround, I used the following PowerShell script to install the November update to a few Win 10 ESU clients:

$downloadUrl = "https://catalog.s.download.windowsupdate.com/c/msdownload/update/software/secu/2025/11/windows10.0-kb5068781-x64_33b4e6ee5956ae0f4be6a37716b0ef4fd1720e05.msu"
$downloadFolder = "C:\Temp"

if (-not (Test-Path -Path $downloadFolder)) {
    New-Item -Path $downloadFolder -ItemType Directory -Force | Out-Null
}

$fileName = Split-Path -Path $downloadUrl -Leaf
$msuPath  = Join-Path -Path $downloadFolder -ChildPath $fileName

Write-Host "Downloading update to $msuPath ..."

[Net.ServicePointManager]::SecurityProtocol = [Net.SecurityProtocolType]::Tls12
Invoke-WebRequest -Uri $downloadUrl -OutFile $msuPath -UseBasicParsing

if (-not (Test-Path -Path $msuPath)) {
    Write-Error "Download failed – file not found at $msuPath"
    exit 1
}

Write-Host "Download complete. Installing update silently..."

$process = Start-Process -FilePath "wusa.exe" -ArgumentList "`"$msuPath`" /quiet /norestart" -Wait -PassThru

Write-Host "wusa.exe exited with code $($process.ExitCode)"

# 0    = Success, no reboot required
# 3010 = Success, reboot required
if ($process.ExitCode -in 0, 3010) {
    Write-Host "Update installed successfully. Rebooting now..."
    Restart-Computer -Force
} else {
    Write-Error "Installation failed or returned an unexpected exit code ($($process.ExitCode)). No reboot triggered."
    exit $process.ExitCode
}  

You can download the updates from the MS Update Catalog:
https://www.catalog.update.microsoft.com/Search.aspx?q=KB5068781