ISHARES GOLD TR

Ticker: IAU CUSIP: 464285204 Class: ISHARES NEW

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

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

Q4 2025
Shares 36,011 Value ($000) $2,923 Avg Close — Range —
Q3 2025
Shares 68,933 Value ($000) $5,016 Avg Close — Range —
Q2 2025
Shares 76,868 Value ($000) $4,793 Avg Close — Range —
Q1 2025
Shares 56,477 Value ($000) $3,330 Avg Close — Range —
Q4 2024
Shares 35,454 Value ($000) $1,755 Avg Close — Range —
Q3 2024
Shares 45,911 Value ($000) $2,282 Avg Close — Range —
Q2 2024
Shares 60,071 Value ($000) $2,639 Avg Close — Range —
Q1 2024
Shares 50,459 Value ($000) $2,120 Avg Close — Range —