ISHARES TR

Ticker: IUSB CUSIP: 46434V613 Class: CORE TOTAL USD

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

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

Q4 2025
Shares 255,317 Value ($000) $11,882 Avg Close — Range —
Q3 2025
Shares 341,641 Value ($000) $15,958 Avg Close — Range —
Q2 2025
Shares 632,077 Value ($000) $29,221 Avg Close — Range —
Q1 2025
Shares 365,756 Value ($000) $16,854 Avg Close — Range —
Q4 2024
Shares 147,349 Value ($000) $6,660 Avg Close — Range —
Q3 2024
Shares 459,476 Value ($000) $21,651 Avg Close — Range —
Q2 2024
Shares 351,826 Value ($000) $15,910 Avg Close — Range —
Q1 2024
Shares 294,556 Value ($000) $13,429 Avg Close — Range —
Q4 2023
Shares 195,811 Value ($000) $9,021 Avg Close — Range —
Q3 2023
Shares 148,474 Value ($000) $6,491 Avg Close — Range —
Q2 2023
Shares 95,719 Value ($000) $4,352 Avg Close — Range —
Q1 2023
Shares 76,336 Value ($000) $3,523 Avg Close — Range —
Q4 2022
Shares 22,801 Value ($000) $1,024 Avg Close — Range —
Q3 2022
Shares 4,771 Value ($000) $212 Avg Close — Range —