ISHARES TR

Ticker: IUSG CUSIP: 464287671 Class: CORE S&P US GWT

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

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

Q4 2025
Shares 5,012 Value ($000) $842 Avg Close — Range —
Q3 2025
Shares 4,987 Value ($000) $821 Avg Close — Range —
Q2 2025
Shares 3,260 Value ($000) $490 Avg Close — Range —
Q2 2024
Shares 4,233 Value ($000) $540 Avg Close — Range —
Q1 2024
Shares 1,865 Value ($000) $219 Avg Close — Range —