ISHARES TR

Ticker: IVW CUSIP: 464287309 Class: S&P 500 GRWT ETF

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

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

Q4 2025
Shares 66,076 Value ($000) $8,145 Avg Close — Range —
Q3 2025
Shares 59,117 Value ($000) $7,137 Avg Close — Range —
Q2 2025
Shares 113,773 Value ($000) $12,526 Avg Close — Range —
Q1 2025
Shares 64,946 Value ($000) $6,029 Avg Close — Range —
Q3 2024
Shares 67,699 Value ($000) $6,482 Avg Close — Range —
Q2 2024
Shares 150,287 Value ($000) $13,908 Avg Close — Range —
Q1 2024
Shares 142,699 Value ($000) $12,050 Avg Close — Range —
Q4 2023
Shares 14,197 Value ($000) $1,066 Avg Close — Range —
Q3 2023
Shares 11,083 Value ($000) $758 Avg Close — Range —