PHILLIPS 66

Ticker: PSX CUSIP: 718546104 Class: COM

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

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

Q4 2025

Shares 5,438 Value ($000) $702 Avg Close $134.01 Range $125.67 - $144.96

Q3 2025

Shares 5,125 Value ($000) $697 Avg Close $126.39 Range $115.93 - $141.15

Q2 2025

Shares 4,484 Value ($000) $535 Avg Close $109.47 Range $88.51 - $124.10

Q1 2025

Shares 3,013 Value ($000) $372 Avg Close $119.26 Range $108.41 - $127.86

Q2 2024

Shares 8,924 Value ($000) $1,260 Avg Close $139.62 Range $127.02 - $163.64

Q1 2024

Shares 8,623 Value ($000) $1,409 Avg Close $134.98 Range $118.18 - $153.96

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	5,438	$702	$134.01	$125.67 - $144.96
Q3 2025	5,125	$697	$126.39	$115.93 - $141.15
Q2 2025	4,484	$535	$109.47	$88.51 - $124.10
Q1 2025	3,013	$372	$119.26	$108.41 - $127.86
Q2 2024	8,924	$1,260	$139.62	$127.02 - $163.64
Q1 2024	8,623	$1,409	$134.98	$118.18 - $153.96