J P MORGAN EXCHANGE TRADED F

Ticker: HELO CUSIP: 46654Q724 Class: HEDGED EQUITY LA

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

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

Q4 2025
Shares 11,419 Value ($000) $759 Avg Close — Range —
Q3 2025
Shares 8,232 Value ($000) $535 Avg Close — Range —
Q2 2025
Shares 10,848 Value ($000) $679 Avg Close — Range —