ISHARES TR

Ticker: IWB CUSIP: 464287622 Class: RUS 1000 ETF

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

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

Q4 2025
Shares 2,607 Value ($000) $974 Avg Close — Range —
Q3 2025
Shares 2,985 Value ($000) $1,091 Avg Close — Range —
Q2 2025
Shares 2,744 Value ($000) $932 Avg Close — Range —
Q1 2025
Shares 1,999 Value ($000) $613 Avg Close — Range —
Q4 2024
Shares 1,239 Value ($000) $399 Avg Close — Range —
Q3 2024
Shares 1,239 Value ($000) $390 Avg Close — Range —
Q2 2024
Shares 24,018 Value ($000) $7,146 Avg Close — Range —
Q1 2024
Shares 46,903 Value ($000) $13,510 Avg Close — Range —