ISHARES TR

Ticker: PFF CUSIP: 464288687 Class: PFD AND INCM SEC

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

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

Q4 2025
Shares 12,398 Value ($000) $384 Avg Close — Range —
Q3 2025
Shares 27,519 Value ($000) $870 Avg Close — Range —
Q2 2025
Shares 11,859 Value ($000) $364 Avg Close — Range —
Q1 2025
Shares 39,884 Value ($000) $1,226 Avg Close — Range —
Q4 2024
Shares 37,779 Value ($000) $1,188 Avg Close — Range —
Q3 2024
Shares 38,622 Value ($000) $1,283 Avg Close — Range —
Q2 2024
Shares 20,677 Value ($000) $652 Avg Close — Range —
Q1 2024
Shares 30,511 Value ($000) $983 Avg Close — Range —