ISHARES TR

Ticker: IWN CUSIP: 464287630 Class: RUS 2000 VAL ETF

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

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

Q3 2025
Shares 2,000 Value ($000) $354 Avg Close — Range —
Q2 2025
Shares 2,000 Value ($000) $316 Avg Close — Range —
Q1 2025
Shares 2,000 Value ($000) $302 Avg Close — Range —
Q2 2024
Shares 1,889 Value ($000) $288 Avg Close — Range —
Q1 2024
Shares 1,902 Value ($000) $302 Avg Close — Range —