SPDR INDEX SHS FDS

Ticker: SPEM CUSIP: 78463X509 Class: PORTFOLIO EMG MK

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

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

Q4 2025
Shares 101,325 Value ($000) $4,743 Avg Close Range
Q3 2025
Shares 85,189 Value ($000) $3,988 Avg Close Range
Q2 2025
Shares 127,516 Value ($000) $5,450 Avg Close Range
Q1 2025
Shares 7,192 Value ($000) $283 Avg Close Range
Q4 2024
Shares 36,095 Value ($000) $1,385 Avg Close Range
Q3 2024
Shares 55,660 Value ($000) $2,298 Avg Close Range
Q2 2024
Shares 55,530 Value ($000) $2,092 Avg Close Range
Q1 2024
Shares 30,180 Value ($000) $1,092 Avg Close Range
Q4 2023
Shares 10,285 Value ($000) $364 Avg Close Range
Q2 2023
Shares 5,912 Value ($000) $203 Avg Close Range
Q3 2022
Shares 36,237 Value ($000) $1,125 Avg Close Range
Q2 2022
Shares 37,519 Value ($000) $1,305 Avg Close Range
Q1 2022
Shares 53,908 Value ($000) $2,083 Avg Close Range
Q4 2021
Shares 118,859 Value ($000) $4,931 Avg Close Range