ISHARES TR

Ticker: SGOV CUSIP: 46436E718 Class: ETF

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

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

Q4 2025
Shares 12,912 Value ($000) $1,296 Avg Close — Range —
Q3 2025
Shares 14,467 Value ($000) $1,457 Avg Close — Range —
Q2 2025
Shares 23,380 Value ($000) $2,354 Avg Close — Range —
Q1 2025
Shares 15,149 Value ($000) $1,525 Avg Close — Range —
Q4 2024
Shares 17,791 Value ($000) $1,785 Avg Close — Range —
Q3 2024
Shares 8,438 Value ($000) $850 Avg Close — Range —
Q2 2024
Shares 532,789 Value ($000) $53,657 Avg Close — Range —
Q1 2024
Shares 627,572 Value ($000) $63,203 Avg Close — Range —