ISHARES TR

Ticker: IDV CUSIP: 464288448 Class: INTL SEL DIV ETF

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

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

Q4 2025
Shares 61,117 Value ($000) $2,411 Avg Close — Range —
Q3 2025
Shares 57,408 Value ($000) $2,098 Avg Close — Range —
Q2 2025
Shares 81,586 Value ($000) $2,816 Avg Close — Range —
Q1 2025
Shares 36,349 Value ($000) $1,128 Avg Close — Range —
Q3 2024
Shares 22,949 Value ($000) $694 Avg Close — Range —
Q2 2024
Shares 33,495 Value ($000) $927 Avg Close — Range —
Q1 2024
Shares 27,399 Value ($000) $768 Avg Close — Range —