INVESCO EXCHANGE TRADED FD T

Ticker: RSP CUSIP: 46137V357 Class: S&P500 EQL WGT

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

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

Q4 2025
Shares 7,645 Value ($000) $1,465 Avg Close Range
Q3 2025
Shares 14,071 Value ($000) $2,669 Avg Close Range
Q2 2025
Shares 23,320 Value ($000) $4,238 Avg Close Range
Q1 2025
Shares 12,043 Value ($000) $2,086 Avg Close Range
Q4 2024
Shares 19,421 Value ($000) $3,403 Avg Close Range
Q3 2024
Shares 17,960 Value ($000) $3,218 Avg Close Range
Q2 2024
Shares 76,106 Value ($000) $12,503 Avg Close Range
Q1 2024
Shares 68,260 Value ($000) $11,561 Avg Close Range