ISHARES TR

Ticker: IYW CUSIP: 464287721 Class: U.S. TECH ETF

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

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

Q4 2025
Shares 1,546 Value ($000) $309 Avg Close — Range —
Q3 2025
Shares 2,094 Value ($000) $410 Avg Close — Range —
Q2 2025
Shares 23,844 Value ($000) $4,132 Avg Close — Range —
Q1 2025
Shares 12,990 Value ($000) $1,824 Avg Close — Range —
Q3 2024
Shares 14,538 Value ($000) $2,204 Avg Close — Range —
Q2 2024
Shares 71,922 Value ($000) $10,824 Avg Close — Range —
Q1 2024
Shares 83,320 Value ($000) $11,253 Avg Close — Range —
Q4 2023
Shares 12,173 Value ($000) $1,494 Avg Close — Range —
Q3 2023
Shares 6,586 Value ($000) $691 Avg Close — Range —
Q2 2023
Shares 10,907 Value ($000) $1,187 Avg Close — Range —
Q1 2023
Shares 10,279 Value ($000) $954 Avg Close — Range —
Q4 2022
Shares 5,307 Value ($000) $395 Avg Close — Range —