ISHARES TR

Ticker: USHY CUSIP: 46435U853 Class: BROAD USD HIGH

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

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

Q3 2025
Shares 37,361 Value ($000) $1,412 Avg Close — Range —
Q2 2025
Shares 232,550 Value ($000) $8,723 Avg Close — Range —
Q1 2025
Shares 93,129 Value ($000) $3,428 Avg Close — Range —
Q3 2024
Shares 56,197 Value ($000) $2,116 Avg Close — Range —
Q2 2024
Shares 177,489 Value ($000) $6,439 Avg Close — Range —
Q1 2024
Shares 74,180 Value ($000) $2,714 Avg Close — Range —
Q4 2023
Shares 10,149 Value ($000) $369 Avg Close — Range —
Q3 2023
Shares 7,074 Value ($000) $246 Avg Close — Range —
Q3 2022
Shares 71,470 Value ($000) $2,403 Avg Close — Range —
Q2 2022
Shares 73,228 Value ($000) $2,535 Avg Close — Range —
Q1 2022
Shares 120,517 Value ($000) $4,683 Avg Close — Range —
Q4 2021
Shares 162,338 Value ($000) $6,687 Avg Close — Range —