ISHARES TR

Ticker: TLT CUSIP: 464287432 Class: 20 YR TR BD ETF

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

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

Q4 2025
Shares 242,894 Value ($000) $21,171 Avg Close — Range —
Q3 2025
Shares 223,164 Value ($000) $19,944 Avg Close — Range —
Q2 2025
Shares 161,760 Value ($000) $14,275 Avg Close — Range —
Q1 2025
Shares 12,746 Value ($000) $1,160 Avg Close — Range —
Q3 2024
Shares 22,248 Value ($000) $2,183 Avg Close — Range —
Q2 2024
Shares 32,742 Value ($000) $3,005 Avg Close — Range —
Q1 2024
Shares 26,618 Value ($000) $2,519 Avg Close — Range —
Q4 2023
Shares 27,442 Value ($000) $2,713 Avg Close — Range —
Q3 2023
Shares 15,817 Value ($000) $1,403 Avg Close — Range —