ISHARES TR

Ticker: ESGU CUSIP: 46435G425 Class: ESG AWR MSCI USA

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

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

Q4 2025
Shares 13,083 Value ($000) $1,949 Avg Close — Range —
Q1 2025
Shares 2,283 Value ($000) $278 Avg Close — Range —
Q3 2024
Shares 3,214 Value ($000) $406 Avg Close — Range —
Q2 2024
Shares 3,524 Value ($000) $420 Avg Close — Range —
Q1 2024
Shares 4,618 Value ($000) $531 Avg Close — Range —
Q4 2023
Shares 16,377 Value ($000) $1,718 Avg Close — Range —
Q3 2023
Shares 12,639 Value ($000) $1,187 Avg Close — Range —
Q2 2023
Shares 15,364 Value ($000) $1,497 Avg Close — Range —
Q1 2023
Shares 16,612 Value ($000) $1,503 Avg Close — Range —
Q4 2022
Shares 28,228 Value ($000) $2,392 Avg Close — Range —