ISHARES TR

CUSIP: 46436E866 Class: IBONDS 25 TRM TS

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

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

Q3 2025
Shares 25,980 Value ($000) $607 Avg Close Range
Q2 2025
Shares 8,575 Value ($000) $200 Avg Close Range
Q3 2024
Shares 14,871 Value ($000) $348 Avg Close Range
Q2 2024
Shares 19,132 Value ($000) $444 Avg Close Range
Q1 2024
Shares 17,640 Value ($000) $410 Avg Close Range
Q4 2023
Shares 15,766 Value ($000) $367 Avg Close Range
Q3 2023
Shares 11,794 Value ($000) $272 Avg Close Range
Q2 2023
Shares 11,555 Value ($000) $267 Avg Close Range