ISHARES TR

Ticker: IJH CUSIP: 464287507 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 5,770 Value ($000) $381 Avg Close Range
Q3 2025
Shares 25,020 Value ($000) $1,633 Avg Close Range
Q2 2025
Shares 29,702 Value ($000) $1,842 Avg Close Range
Q1 2025
Shares 25,269 Value ($000) $1,474 Avg Close Range
Q4 2024
Shares 20,830 Value ($000) $1,298 Avg Close Range
Q3 2024
Shares 9,931 Value ($000) $619 Avg Close Range
Q2 2024
Shares 71,822 Value ($000) $4,203 Avg Close Range
Q1 2024
Shares 72,742 Value ($000) $4,418 Avg Close Range
Q3 2023
Shares 1,493 Value ($000) $372 Avg Close Range