ISHARES TR

Ticker: TIP CUSIP: 464287176 Class: TIPS BD ETF

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

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

Q4 2025
Shares 2,776 Value ($000) $305 Avg Close Range
Q3 2025
Shares 2,904 Value ($000) $323 Avg Close Range
Q2 2025
Shares 6,062 Value ($000) $667 Avg Close Range
Q1 2025
Shares 3,073 Value ($000) $341 Avg Close Range
Q4 2024
Shares 3,011 Value ($000) $321 Avg Close Range
Q3 2024
Shares 3,148 Value ($000) $348 Avg Close Range
Q2 2024
Shares 23,580 Value ($000) $2,518 Avg Close Range
Q1 2024
Shares 23,662 Value ($000) $2,542 Avg Close Range
Q4 2023
Shares 6,843 Value ($000) $736 Avg Close Range
Q3 2023
Shares 5,516 Value ($000) $572 Avg Close Range