ISHARES TR

Ticker: SHYG CUSIP: 46434V407 Class: 0-5YR HI YL CP

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

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

Q3 2025
Shares 7,337 Value ($000) $318 Avg Close — Range —
Q2 2025
Shares 7,337 Value ($000) $317 Avg Close — Range —
Q1 2025
Shares 7,337 Value ($000) $312 Avg Close — Range —
Q4 2024
Shares 7,337 Value ($000) $313 Avg Close — Range —
Q3 2024
Shares 7,337 Value ($000) $319 Avg Close — Range —
Q2 2024
Shares 7,337 Value ($000) $310 Avg Close — Range —
Q1 2024
Shares 7,337 Value ($000) $312 Avg Close — Range —
Q2 2023
Shares 22,995 Value ($000) $953 Avg Close — Range —
Q4 2022
Shares 5,900 Value ($000) $241 Avg Close — Range —
Q3 2022
Shares 70,040 Value ($000) $2,797 Avg Close — Range —
Q2 2022
Shares 70,341 Value ($000) $2,852 Avg Close — Range —
Q1 2022
Shares 16,465 Value ($000) $724 Avg Close — Range —
Q4 2021
Shares 27,012 Value ($000) $1,224 Avg Close — Range —