ISHARES TR

Ticker: IEI CUSIP: 464288661 Class: Fixed Income ETF

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

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

Q4 2025
Shares 9,064 Value ($000) $1,082 Avg Close — Range —
Q3 2025
Shares 7,913 Value ($000) $946 Avg Close — Range —
Q2 2025
Shares 11,070 Value ($000) $1,318 Avg Close — Range —
Q1 2025
Shares 7,103 Value ($000) $839 Avg Close — Range —
Q3 2024
Shares 7,906 Value ($000) $946 Avg Close — Range —
Q2 2024
Shares 8,084 Value ($000) $934 Avg Close — Range —
Q1 2024
Shares 8,924 Value ($000) $1,034 Avg Close — Range —
Q4 2023
Shares 5,351 Value ($000) $627 Avg Close — Range —