AMERIPRISE FINL INC

Ticker: AMP CUSIP: 03076C106 Class: COM

Simplicity Wealth,LLC's Holding History (CIK: 0001913243)

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

Q4 2025
Shares 1,102 Value ($000) $540 Avg Close $473.82 Range $431.13 - $507.00
Q3 2025
Shares 1,133 Value ($000) $556 Avg Close $510.14 Range $480.74 - $544.82
Q2 2025
Shares 2,043 Value ($000) $1,090 Avg Close $490.23 Range $392.21 - $530.79
Q1 2025
Shares 976 Value ($000) $473 Avg Close $518.64 Range $464.12 - $574.69
Q4 2024
Shares 1,053 Value ($000) $561 Avg Close $526.39 Range $458.76 - $569.70
Q3 2024
Shares 877 Value ($000) $412 Avg Close $426.54 Range $379.75 - $464.25
Q2 2024
Shares 3,632 Value ($000) $1,552 Avg Close $418.45 Range $392.60 - $437.77
Q1 2024
Shares 2,737 Value ($000) $1,200 Avg Close $390.78 Range $358.83 - $430.67