ISHARES TR

Ticker: QUAL CUSIP: 46432F339 Class: ETF

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

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

Q4 2025
Shares 18,507 Value ($000) $3,676 Avg Close — Range —
Q3 2025
Shares 33,383 Value ($000) $6,493 Avg Close — Range —
Q2 2025
Shares 77,458 Value ($000) $14,161 Avg Close — Range —
Q1 2025
Shares 44,131 Value ($000) $7,542 Avg Close — Range —
Q4 2024
Shares 10,014 Value ($000) $1,783 Avg Close — Range —
Q3 2024
Shares 43,503 Value ($000) $7,800 Avg Close — Range —
Q2 2024
Shares 49,434 Value ($000) $8,441 Avg Close — Range —
Q1 2024
Shares 47,670 Value ($000) $7,835 Avg Close — Range —
Q4 2023
Shares 26,528 Value ($000) $3,903 Avg Close — Range —
Q3 2023
Shares 19,389 Value ($000) $2,555 Avg Close — Range —
Q2 2023
Shares 19,815 Value ($000) $2,672 Avg Close — Range —
Q1 2023
Shares 18,349 Value ($000) $2,276 Avg Close — Range —