ISHARES TR

Ticker: IBTH CUSIP: 46436E841 Class: ETF

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

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

Q4 2025
Shares 25,473 Value ($000) $572 Avg Close — Range —
Q3 2025
Shares 24,787 Value ($000) $558 Avg Close — Range —
Q2 2025
Shares 48,772 Value ($000) $1,097 Avg Close — Range —
Q1 2025
Shares 22,642 Value ($000) $508 Avg Close — Range —
Q3 2024
Shares 21,539 Value ($000) $488 Avg Close — Range —
Q2 2024
Shares 27,756 Value ($000) $613 Avg Close — Range —
Q1 2024
Shares 25,414 Value ($000) $563 Avg Close — Range —
Q4 2023
Shares 23,261 Value ($000) $521 Avg Close — Range —