ISHARES TR

Ticker: IEF CUSIP: 464287440 Class: Fixed Income ETF

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

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

Q4 2025
Shares 23,946 Value ($000) $2,303 Avg Close — Range —
Q3 2025
Shares 22,849 Value ($000) $2,204 Avg Close — Range —
Q2 2025
Shares 49,653 Value ($000) $4,755 Avg Close — Range —
Q1 2025
Shares 30,335 Value ($000) $2,893 Avg Close — Range —
Q4 2024
Shares 12,357 Value ($000) $1,142 Avg Close — Range —
Q3 2024
Shares 26,860 Value ($000) $2,636 Avg Close — Range —
Q2 2024
Shares 25,915 Value ($000) $2,427 Avg Close — Range —
Q1 2024
Shares 24,764 Value ($000) $2,344 Avg Close — Range —
Q4 2023
Shares 11,425 Value ($000) $1,101 Avg Close — Range —
Q3 2023
Shares 4,638 Value ($000) $425 Avg Close — Range —