ISHARES TR

Ticker: IWS CUSIP: 464287473 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 36,462 Value ($000) $5,143 Avg Close — Range —
Q3 2025
Shares 39,157 Value ($000) $5,469 Avg Close — Range —
Q2 2025
Shares 73,514 Value ($000) $9,714 Avg Close — Range —
Q1 2025
Shares 33,363 Value ($000) $4,203 Avg Close — Range —
Q4 2024
Shares 1,915 Value ($000) $248 Avg Close — Range —
Q3 2024
Shares 30,352 Value ($000) $4,014 Avg Close — Range —
Q2 2024
Shares 80,054 Value ($000) $9,666 Avg Close — Range —
Q1 2024
Shares 107,669 Value ($000) $13,494 Avg Close — Range —
Q4 2023
Shares 57,921 Value ($000) $6,736 Avg Close — Range —
Q3 2023
Shares 60,578 Value ($000) $6,321 Avg Close — Range —
Q2 2023
Shares 57,633 Value ($000) $6,330 Avg Close — Range —
Q1 2023
Shares 58,616 Value ($000) $6,225 Avg Close — Range —
Q4 2022
Shares 45,390 Value ($000) $4,781 Avg Close — Range —
Q3 2022
Shares 2,550 Value ($000) $245 Avg Close — Range —