ISHARES TR

Ticker: IWP CUSIP: 464287481 Class: RUS MD CP GR ETF

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

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

Q4 2025
Shares 15,932 Value ($000) $2,182 Avg Close — Range —
Q3 2025
Shares 13,196 Value ($000) $1,879 Avg Close — Range —
Q2 2025
Shares 39,718 Value ($000) $5,508 Avg Close — Range —
Q1 2025
Shares 20,763 Value ($000) $2,439 Avg Close — Range —
Q4 2024
Shares 3,066 Value ($000) $389 Avg Close — Range —
Q3 2024
Shares 27,090 Value ($000) $3,177 Avg Close — Range —
Q2 2024
Shares 58,068 Value ($000) $6,408 Avg Close — Range —
Q1 2024
Shares 71,617 Value ($000) $8,174 Avg Close — Range —
Q4 2023
Shares 45,090 Value ($000) $4,710 Avg Close — Range —
Q3 2023
Shares 25,357 Value ($000) $2,316 Avg Close — Range —
Q2 2023
Shares 33,415 Value ($000) $3,229 Avg Close — Range —
Q1 2023
Shares 35,888 Value ($000) $3,268 Avg Close — Range —
Q4 2022
Shares 25,549 Value ($000) $2,136 Avg Close — Range —