ISHARES TR

Ticker: SMMD CUSIP: 46435G268 Class: RUSEL 2500 ETF

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

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

Q3 2025
Shares 169,570 Value ($000) $12,502 Avg Close — Range —
Q2 2025
Shares 171,088 Value ($000) $11,596 Avg Close — Range —
Q1 2025
Shares 140,355 Value ($000) $8,778 Avg Close — Range —
Q4 2024
Shares 118,675 Value ($000) $8,070 Avg Close — Range —
Q3 2024
Shares 114,791 Value ($000) $7,775 Avg Close — Range —
Q2 2024
Shares 24,637 Value ($000) $1,542 Avg Close — Range —
Q1 2024
Shares 20,734 Value ($000) $1,360 Avg Close — Range —