SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

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

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

Q4 2025
Shares 64,678 Value ($000) $3,542 Avg Close — Range —
Q3 2025
Shares 51,233 Value ($000) $2,760 Avg Close — Range —
Q2 2025
Shares 87,762 Value ($000) $4,596 Avg Close — Range —
Q1 2025
Shares 72,304 Value ($000) $3,601 Avg Close — Range —
Q4 2024
Shares 4,425 Value ($000) $214 Avg Close — Range —
Q3 2024
Shares 28,761 Value ($000) $1,303 Avg Close — Range —
Q2 2024
Shares 52,699 Value ($000) $2,166 Avg Close — Range —
Q1 2024
Shares 53,830 Value ($000) $2,267 Avg Close — Range —
Q3 2022
Shares 15,467 Value ($000) $470 Avg Close — Range —
Q2 2022
Shares 15,672 Value ($000) $493 Avg Close — Range —
Q1 2022
Shares 27,693 Value ($000) $1,061 Avg Close — Range —
Q4 2021
Shares 94,852 Value ($000) $3,704 Avg Close — Range —