ISHARES TR

Ticker: MBB CUSIP: 464288588 Class: Fixed Income ETF

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

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

Q4 2025
Shares 44,588 Value ($000) $4,246 Avg Close — Range —
Q3 2025
Shares 43,477 Value ($000) $4,137 Avg Close — Range —
Q2 2025
Shares 82,498 Value ($000) $7,746 Avg Close — Range —
Q1 2025
Shares 38,895 Value ($000) $3,648 Avg Close — Range —
Q3 2024
Shares 43,484 Value ($000) $4,166 Avg Close — Range —
Q2 2024
Shares 46,855 Value ($000) $4,302 Avg Close — Range —
Q1 2024
Shares 42,671 Value ($000) $3,944 Avg Close — Range —
Q4 2023
Shares 33,240 Value ($000) $3,127 Avg Close — Range —
Q3 2023
Shares 23,583 Value ($000) $2,094 Avg Close — Range —
Q2 2023
Shares 16,535 Value ($000) $1,542 Avg Close — Range —
Q1 2023
Shares 13,370 Value ($000) $1,267 Avg Close — Range —
Q4 2022
Shares 3,962 Value ($000) $368 Avg Close — Range —