ISHARES TR

Ticker: IBTO CUSIP: 46436E148 Class: IBONDS DEC 2033

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

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

Q4 2025
Shares 17,412 Value ($000) $428 Avg Close Range
Q3 2025
Shares 16,719 Value ($000) $412 Avg Close Range
Q2 2025
Shares 34,320 Value ($000) $841 Avg Close Range
Q1 2025
Shares 15,820 Value ($000) $386 Avg Close Range