ISHARES TR

Ticker: MUB CUSIP: 464288414 Class: NATIONAL MUN ETF

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

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

Q4 2025
Shares 78,413 Value ($000) $8,399 Avg Close — Range —
Q3 2025
Shares 89,752 Value ($000) $9,558 Avg Close — Range —
Q2 2025
Shares 171,330 Value ($000) $17,901 Avg Close — Range —
Q1 2025
Shares 99,802 Value ($000) $10,523 Avg Close — Range —
Q4 2024
Shares 13,023 Value ($000) $1,388 Avg Close — Range —
Q3 2024
Shares 75,428 Value ($000) $8,194 Avg Close — Range —
Q2 2024
Shares 95,007 Value ($000) $10,123 Avg Close — Range —
Q1 2024
Shares 84,750 Value ($000) $9,119 Avg Close — Range —
Q4 2023
Shares 25,074 Value ($000) $2,718 Avg Close — Range —
Q3 2023
Shares 18,541 Value ($000) $1,901 Avg Close — Range —
Q2 2023
Shares 14,973 Value ($000) $1,598 Avg Close — Range —
Q1 2023
Shares 14,524 Value ($000) $1,565 Avg Close — Range —
Q1 2022
Shares 4,277 Value ($000) $469 Avg Close — Range —
Q4 2021
Shares 4,196 Value ($000) $488 Avg Close — Range —