SPDR S&P MIDCAP 400 ETF TR

Ticker: MDY CUSIP: 78467Y107 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 432 Value ($000) $261 Avg Close — Range —
Q3 2025
Shares 1,573 Value ($000) $938 Avg Close — Range —
Q2 2025
Shares 2,163 Value ($000) $1,225 Avg Close — Range —
Q1 2025
Shares 1,935 Value ($000) $1,032 Avg Close — Range —
Q4 2024
Shares 1,264 Value ($000) $720 Avg Close — Range —
Q3 2024
Shares 1,270 Value ($000) $723 Avg Close — Range —
Q2 2024
Shares 2,388 Value ($000) $1,278 Avg Close — Range —
Q1 2024
Shares 2,399 Value ($000) $1,335 Avg Close — Range —