ISHARES TR

Ticker: IWR CUSIP: 464287499 Class: RUS MID CAP ETF

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

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

Q4 2025
Shares 14,636 Value ($000) $1,409 Avg Close — Range —
Q3 2025
Shares 14,220 Value ($000) $1,373 Avg Close — Range —
Q2 2025
Shares 13,785 Value ($000) $1,268 Avg Close — Range —
Q1 2025
Shares 12,536 Value ($000) $1,066 Avg Close — Range —
Q4 2024
Shares 12,200 Value ($000) $1,078 Avg Close — Range —
Q3 2024
Shares 12,195 Value ($000) $1,075 Avg Close — Range —
Q2 2024
Shares 95,988 Value ($000) $7,783 Avg Close — Range —
Q1 2024
Shares 82,196 Value ($000) $6,912 Avg Close — Range —