ISHARES TR

Ticker: USMV CUSIP: 46429B697 Class: MSCI USA MIN VOL

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

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

Q4 2025
Shares 6,671 Value ($000) $628 Avg Close — Range —
Q3 2025
Shares 7,435 Value ($000) $707 Avg Close — Range —
Q2 2025
Shares 29,855 Value ($000) $2,802 Avg Close — Range —
Q1 2025
Shares 18,065 Value ($000) $1,692 Avg Close — Range —
Q4 2024
Shares 8,379 Value ($000) $744 Avg Close — Range —
Q3 2024
Shares 17,085 Value ($000) $1,560 Avg Close — Range —
Q2 2024
Shares 15,955 Value ($000) $1,340 Avg Close — Range —
Q1 2024
Shares 15,683 Value ($000) $1,311 Avg Close — Range —
Q4 2023
Shares 8,378 Value ($000) $654 Avg Close — Range —
Q3 2023
Shares 11,142 Value ($000) $806 Avg Close — Range —
Q2 2023
Shares 9,944 Value ($000) $739 Avg Close — Range —
Q1 2023
Shares 8,933 Value ($000) $650 Avg Close — Range —
Q4 2022
Shares 4,574 Value ($000) $330 Avg Close — Range —