ISHARES TR

Ticker: DVY CUSIP: 464287168 Class: SELECT DIVID ETF

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

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

Q3 2025
Shares 3,454 Value ($000) $491 Avg Close — Range —
Q2 2025
Shares 3,454 Value ($000) $459 Avg Close — Range —
Q1 2025
Shares 2,817 Value ($000) $378 Avg Close — Range —
Q4 2024
Shares 6,898 Value ($000) $906 Avg Close — Range —
Q3 2024
Shares 6,448 Value ($000) $871 Avg Close — Range —
Q2 2024
Shares 22,335 Value ($000) $2,702 Avg Close — Range —
Q1 2024
Shares 22,643 Value ($000) $2,789 Avg Close — Range —