SPDR SER TR

Ticker: SPMD CUSIP: 78464A847 Class: PORTFOLIO S&P400

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

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

Q4 2025
Shares 45,887 Value ($000) $2,657 Avg Close — Range —
Q3 2025
Shares 36,951 Value ($000) $2,113 Avg Close — Range —
Q2 2025
Shares 65,322 Value ($000) $3,552 Avg Close — Range —
Q1 2025
Shares 6,844 Value ($000) $350 Avg Close — Range —
Q4 2024
Shares 6,844 Value ($000) $374 Avg Close — Range —
Q3 2024
Shares 6,844 Value ($000) $374 Avg Close — Range —
Q2 2024
Shares 6,844 Value ($000) $351 Avg Close — Range —
Q3 2022
Shares 10,739 Value ($000) $414 Avg Close — Range —
Q2 2022
Shares 10,486 Value ($000) $416 Avg Close — Range —
Q1 2022
Shares 18,912 Value ($000) $892 Avg Close — Range —
Q4 2021
Shares 20,417 Value ($000) $1,016 Avg Close — Range —