ISHARES TR

Ticker: REET CUSIP: 46434V647 Class: GLOBAL REIT ETF

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

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

Q4 2025
Shares 58,522 Value ($000) $1,460 Avg Close — Range —
Q3 2025
Shares 71,746 Value ($000) $1,834 Avg Close — Range —
Q2 2025
Shares 33,293 Value ($000) $822 Avg Close — Range —
Q1 2025
Shares 27,763 Value ($000) $674 Avg Close — Range —
Q4 2024
Shares 17,801 Value ($000) $427 Avg Close — Range —
Q3 2024
Shares 15,976 Value ($000) $426 Avg Close — Range —