ISHARES TR

Ticker: AGG CUSIP: 464287226 Class: CORE US AGGBD ET

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

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

Q4 2025
Shares 34,277 Value ($000) $3,424 Avg Close — Range —
Q3 2025
Shares 32,605 Value ($000) $3,269 Avg Close — Range —
Q2 2025
Shares 42,010 Value ($000) $4,167 Avg Close — Range —
Q1 2025
Shares 64,836 Value ($000) $6,414 Avg Close — Range —
Q4 2024
Shares 3,459 Value ($000) $335 Avg Close — Range —
Q3 2024
Shares 49,845 Value ($000) $5,048 Avg Close — Range —
Q2 2024
Shares 8,611 Value ($000) $836 Avg Close — Range —
Q1 2024
Shares 5,511 Value ($000) $540 Avg Close — Range —
Q4 2023
Shares 5,372 Value ($000) $533 Avg Close — Range —
Q3 2023
Shares 3,243 Value ($000) $305 Avg Close — Range —