ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

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

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

Q4 2025
Shares 1,481 Value ($000) $220 Avg Close — Range —
Q1 2025
Shares 1,882 Value ($000) $230 Avg Close — Range —
Q2 2024
Shares 1,962 Value ($000) $233 Avg Close — Range —
Q1 2024
Shares 23,213 Value ($000) $2,676 Avg Close — Range —