ISHARES TR

Ticker: IMTM CUSIP: 46434V449 Class: MSCI INTL MOMENT

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

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

Q4 2025
Shares 38,243 Value ($000) $1,835 Avg Close — Range —
Q3 2025
Shares 37,539 Value ($000) $1,797 Avg Close — Range —
Q2 2025
Shares 19,223 Value ($000) $878 Avg Close — Range —
Q3 2024
Shares 34,150 Value ($000) $1,379 Avg Close — Range —
Q2 2024
Shares 17,485 Value ($000) $676 Avg Close — Range —
Q1 2024
Shares 16,363 Value ($000) $642 Avg Close — Range —