ISHARES TR

Ticker: IWX CUSIP: 464289420 Class: RUS TP200 VL ETF

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

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

Q4 2025
Shares 98,409 Value ($000) $9,040 Avg Close — Range —
Q3 2025
Shares 93,990 Value ($000) $8,260 Avg Close — Range —
Q2 2025
Shares 183,593 Value ($000) $15,457 Avg Close — Range —
Q1 2025
Shares 98,954 Value ($000) $8,132 Avg Close — Range —
Q4 2024
Shares 11,934 Value ($000) $943 Avg Close — Range —
Q3 2024
Shares 97,649 Value ($000) $7,936 Avg Close — Range —
Q2 2024
Shares 99,953 Value ($000) $7,479 Avg Close — Range —
Q1 2024
Shares 181,157 Value ($000) $13,826 Avg Close — Range —
Q4 2023
Shares 167,629 Value ($000) $11,762 Avg Close — Range —
Q3 2023
Shares 176,970 Value ($000) $11,569 Avg Close — Range —
Q2 2023
Shares 175,338 Value ($000) $11,825 Avg Close — Range —
Q1 2023
Shares 179,643 Value ($000) $11,695 Avg Close — Range —
Q4 2022
Shares 138,276 Value ($000) $8,984 Avg Close — Range —
Q3 2022
Shares 4,267 Value ($000) $246 Avg Close — Range —