MARSH & MCLENNAN COS INC

Ticker: MRSH CUSIP: 571748102 Class: COM

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

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

Q4 2025

Shares 5,919 Value ($000) $1,098 Avg Close $186.43 Range $173.30 - $207.83

Q3 2025

Shares 6,655 Value ($000) $1,341 Avg Close $204.01 Range $193.16 - $217.79

Q2 2025

Shares 13,631 Value ($000) $2,980 Avg Close $223.19 Range $207.03 - $245.83

Q1 2025

Shares 7,129 Value ($000) $1,740 Avg Close $223.35 Range $202.92 - $243.01

Q4 2024

Shares 1,426 Value ($000) $303 Avg Close $217.77 Range $205.01 - $231.80

Q3 2024

Shares 1,187 Value ($000) $265 Avg Close $216.92 Range $203.69 - $227.83

Q2 2024

Shares 31,213 Value ($000) $6,577 Avg Close $200.17 Range $190.69 - $211.90

Q1 2024

Shares 30,170 Value ($000) $6,214 Avg Close $193.37 Range $182.28 - $203.67

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	5,919	$1,098	$186.43	$173.30 - $207.83
Q3 2025	6,655	$1,341	$204.01	$193.16 - $217.79
Q2 2025	13,631	$2,980	$223.19	$207.03 - $245.83
Q1 2025	7,129	$1,740	$223.35	$202.92 - $243.01
Q4 2024	1,426	$303	$217.77	$205.01 - $231.80
Q3 2024	1,187	$265	$216.92	$203.69 - $227.83
Q2 2024	31,213	$6,577	$200.17	$190.69 - $211.90
Q1 2024	30,170	$6,214	$193.37	$182.28 - $203.67