BERKLEY W R CORP

Ticker: WRB CUSIP: 084423102 Class: COM

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

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

Q4 2025

Shares 4,353 Value ($000) $305 Avg Close $72.74 Range $64.36 - $77.72

Q3 2025

Shares 2,704 Value ($000) $207 Avg Close $70.00 Range $65.55 - $75.76

Q2 2024

Shares 14,506 Value ($000) $1,140 Avg Close $51.01 Range $48.28 - $56.07

Q1 2024

Shares 18,503 Value ($000) $1,636 Avg Close $51.43 Range $44.84 - $56.59

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	4,353	$305	$72.74	$64.36 - $77.72
Q3 2025	2,704	$207	$70.00	$65.55 - $75.76
Q2 2024	14,506	$1,140	$51.01	$48.28 - $56.07
Q1 2024	18,503	$1,636	$51.43	$44.84 - $56.59