ISHARES TR

Ticker: USRT CUSIP: 464288521 Class: CRE U S REIT ETF

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

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

Q4 2024
Shares 19,348 Value ($000) $1,109 Avg Close — Range —
Q3 2024
Shares 19,244 Value ($000) $1,185 Avg Close — Range —
Q2 2024
Shares 10,812 Value ($000) $579 Avg Close — Range —
Q1 2024
Shares 37,143 Value ($000) $1,998 Avg Close — Range —
Q3 2022
Shares 21,126 Value ($000) $1,004 Avg Close — Range —
Q2 2022
Shares 20,919 Value ($000) $1,117 Avg Close — Range —
Q1 2022
Shares 34,624 Value ($000) $2,238 Avg Close — Range —
Q4 2021
Shares 73,720 Value ($000) $4,983 Avg Close — Range —