SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

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

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

Q4 2025
Shares 12,234 Value ($000) $547 Avg Close — Range —
Q3 2025
Shares 7,973 Value ($000) $712 Avg Close — Range —
Q1 2025
Shares 9,892 Value ($000) $924 Avg Close — Range —
Q2 2024
Shares 48,756 Value ($000) $4,444 Avg Close — Range —
Q1 2024
Shares 46,076 Value ($000) $4,350 Avg Close — Range —
Q3 2022
Shares 3,711 Value ($000) $267 Avg Close — Range —
Q2 2022
Shares 3,671 Value ($000) $263 Avg Close — Range —
Q1 2022
Shares 7,816 Value ($000) $597 Avg Close — Range —
Q4 2021
Shares 22,056 Value ($000) $1,224 Avg Close — Range —