SELECT SECTOR SPDR TR

Ticker: XLV CUSIP: 81369Y209 Class: SBI HEALTHCARE

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

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

Q4 2025
Shares 11,678 Value ($000) $1,808 Avg Close — Range —
Q3 2025
Shares 11,873 Value ($000) $1,652 Avg Close — Range —
Q2 2025
Shares 29,208 Value ($000) $3,937 Avg Close — Range —
Q1 2025
Shares 13,605 Value ($000) $1,987 Avg Close — Range —
Q3 2024
Shares 10,096 Value ($000) $1,555 Avg Close — Range —
Q2 2024
Shares 42,749 Value ($000) $6,231 Avg Close — Range —
Q1 2024
Shares 43,806 Value ($000) $6,471 Avg Close — Range —
Q4 2023
Shares 9,827 Value ($000) $1,340 Avg Close — Range —
Q3 2023
Shares 1,733 Value ($000) $223 Avg Close — Range —
Q3 2022
Shares 8,381 Value ($000) $1,015 Avg Close — Range —
Q2 2022
Shares 8,427 Value ($000) $1,081 Avg Close — Range —
Q1 2022
Shares 10,943 Value ($000) $1,499 Avg Close — Range —
Q4 2021
Shares 49,218 Value ($000) $6,934 Avg Close — Range —