SPDR INDEX SHS FDS

Ticker: RWO CUSIP: 78463X749 Class: DJ GLB RL ES ETF

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

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

Q4 2025
Shares 30,291 Value ($000) $1,364 Avg Close Range
Q3 2025
Shares 25,206 Value ($000) $1,154 Avg Close Range
Q2 2025
Shares 37,766 Value ($000) $1,667 Avg Close Range
Q4 2024
Shares 13,193 Value ($000) $566 Avg Close Range
Q3 2024
Shares 14,806 Value ($000) $704 Avg Close Range
Q2 2024
Shares 27,208 Value ($000) $1,130 Avg Close Range
Q1 2024
Shares 17,859 Value ($000) $765 Avg Close Range
Q4 2023
Shares 5,141 Value ($000) $225 Avg Close Range