ISHARES TR

Ticker: IJR CUSIP: 464287804 Class: CORE S&P SCP ETF

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

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

Q4 2025
Shares 37,145 Value ($000) $4,464 Avg Close — Range —
Q3 2025
Shares 40,273 Value ($000) $4,786 Avg Close — Range —
Q2 2025
Shares 48,987 Value ($000) $5,354 Avg Close — Range —
Q1 2025
Shares 50,369 Value ($000) $5,267 Avg Close — Range —
Q4 2024
Shares 46,126 Value ($000) $5,315 Avg Close — Range —
Q3 2024
Shares 49,545 Value ($000) $5,795 Avg Close — Range —
Q2 2024
Shares 221,834 Value ($000) $23,661 Avg Close — Range —
Q1 2024
Shares 218,046 Value ($000) $24,098 Avg Close — Range —
Q4 2023
Shares 2,870 Value ($000) $311 Avg Close — Range —
Q4 2022
Shares 4,136 Value ($000) $391 Avg Close — Range —