ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

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

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

Q4 2025
Shares 5,684 Value ($000) $1,399 Avg Close — Range —
Q3 2025
Shares 16,822 Value ($000) $4,070 Avg Close — Range —
Q2 2025
Shares 11,211 Value ($000) $2,419 Avg Close — Range —
Q1 2025
Shares 9,097 Value ($000) $1,815 Avg Close — Range —
Q4 2024
Shares 3,800 Value ($000) $840 Avg Close — Range —
Q3 2024
Shares 6,235 Value ($000) $1,377 Avg Close — Range —
Q2 2024
Shares 38,417 Value ($000) $7,794 Avg Close — Range —
Q1 2024
Shares 59,376 Value ($000) $12,487 Avg Close — Range —
Q4 2023
Shares 3,015 Value ($000) $605 Avg Close — Range —
Q3 2023
Shares 2,841 Value ($000) $502 Avg Close — Range —
Q2 2023
Shares 2,077 Value ($000) $389 Avg Close — Range —
Q1 2023
Shares 2,265 Value ($000) $404 Avg Close — Range —
Q4 2022
Shares 1,220 Value ($000) $213 Avg Close — Range —