SELECT SECTOR SPDR TR

Ticker: XLY CUSIP: 81369Y407 Class: SBI CONS DISCR

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

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

Q4 2025
Shares 8,637 Value ($000) $1,031 Avg Close — Range —
Q3 2025
Shares 6,857 Value ($000) $1,643 Avg Close — Range —
Q2 2025
Shares 11,188 Value ($000) $2,432 Avg Close — Range —
Q1 2025
Shares 6,690 Value ($000) $1,321 Avg Close — Range —
Q3 2024
Shares 4,239 Value ($000) $849 Avg Close — Range —
Q2 2024
Shares 6,486 Value ($000) $1,183 Avg Close — Range —
Q1 2024
Shares 27,118 Value ($000) $4,987 Avg Close — Range —
Q4 2023
Shares 2,524 Value ($000) $451 Avg Close — Range —
Q3 2022
Shares 6,649 Value ($000) $947 Avg Close — Range —
Q2 2022
Shares 6,622 Value ($000) $910 Avg Close — Range —
Q1 2022
Shares 11,916 Value ($000) $2,204 Avg Close — Range —
Q4 2021
Shares 27,635 Value ($000) $5,650 Avg Close — Range —