ISHARES TR

Ticker: SCZ CUSIP: 464288273 Class: ETF

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

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

Q4 2025
Shares 6,125 Value ($000) $475 Avg Close — Range —
Q3 2025
Shares 7,155 Value ($000) $549 Avg Close — Range —
Q2 2025
Shares 13,930 Value ($000) $1,012 Avg Close — Range —
Q1 2025
Shares 7,500 Value ($000) $476 Avg Close — Range —
Q3 2024
Shares 3,386 Value ($000) $229 Avg Close — Range —
Q2 2024
Shares 67,912 Value ($000) $4,186 Avg Close — Range —
Q1 2024
Shares 58,666 Value ($000) $3,715 Avg Close — Range —
Q4 2023
Shares 3,765 Value ($000) $233 Avg Close — Range —