SELECT SECTOR SPDR TR

Ticker: XLP CUSIP: 81369Y308 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 18,228 Value ($000) $1,416 Avg Close — Range —
Q3 2025
Shares 15,496 Value ($000) $1,214 Avg Close — Range —
Q2 2025
Shares 24,306 Value ($000) $1,968 Avg Close — Range —
Q1 2025
Shares 12,161 Value ($000) $993 Avg Close — Range —
Q3 2024
Shares 7,879 Value ($000) $654 Avg Close — Range —
Q2 2024
Shares 5,778 Value ($000) $442 Avg Close — Range —
Q1 2024
Shares 53,830 Value ($000) $4,110 Avg Close — Range —
Q4 2023
Shares 9,041 Value ($000) $651 Avg Close — Range —
Q3 2022
Shares 5,079 Value ($000) $339 Avg Close — Range —
Q2 2022
Shares 5,189 Value ($000) $375 Avg Close — Range —
Q1 2022
Shares 9,467 Value ($000) $718 Avg Close — Range —
Q4 2021
Shares 40,987 Value ($000) $3,161 Avg Close — Range —