SELECT SECTOR SPDR TR

Ticker: XLI CUSIP: 81369Y704 Class: INDL

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

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

Q4 2025
Shares 3,705 Value ($000) $575 Avg Close — Range —
Q3 2025
Shares 5,701 Value ($000) $879 Avg Close — Range —
Q2 2025
Shares 4,900 Value ($000) $723 Avg Close — Range —
Q1 2025
Shares 4,330 Value ($000) $568 Avg Close — Range —
Q4 2024
Shares 3,523 Value ($000) $464 Avg Close — Range —
Q3 2024
Shares 5,053 Value ($000) $684 Avg Close — Range —
Q2 2024
Shares 8,883 Value ($000) $1,083 Avg Close — Range —
Q1 2024
Shares 36,245 Value ($000) $4,565 Avg Close — Range —
Q3 2022
Shares 7,719 Value ($000) $639 Avg Close — Range —
Q2 2022
Shares 7,697 Value ($000) $672 Avg Close — Range —
Q1 2022
Shares 10,501 Value ($000) $1,081 Avg Close — Range —
Q4 2021
Shares 31,482 Value ($000) $3,331 Avg Close — Range —