ISHARES TR

Ticker: SHY CUSIP: 464287457 Class: ETF

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

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

Q4 2025
Shares 12,721 Value ($000) $1,054 Avg Close — Range —
Q3 2025
Shares 16,582 Value ($000) $1,376 Avg Close — Range —
Q2 2025
Shares 13,980 Value ($000) $1,158 Avg Close — Range —
Q1 2025
Shares 21,999 Value ($000) $1,820 Avg Close — Range —
Q4 2024
Shares 8,765 Value ($000) $719 Avg Close — Range —
Q2 2024
Shares 643,750 Value ($000) $52,562 Avg Close — Range —
Q1 2024
Shares 712,598 Value ($000) $58,276 Avg Close — Range —