SELECT SECTOR SPDR TR

Ticker: XLK CUSIP: 81369Y803 Class: TECHNOLOGY

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

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

Q4 2025
Shares 31,307 Value ($000) $4,507 Avg Close — Range —
Q3 2025
Shares 16,205 Value ($000) $4,567 Avg Close — Range —
Q2 2025
Shares 24,197 Value ($000) $6,127 Avg Close — Range —
Q1 2025
Shares 13,816 Value ($000) $2,853 Avg Close — Range —
Q4 2024
Shares 5,246 Value ($000) $1,220 Avg Close — Range —
Q3 2024
Shares 13,861 Value ($000) $3,129 Avg Close — Range —
Q2 2024
Shares 20,345 Value ($000) $4,602 Avg Close — Range —
Q1 2024
Shares 39,412 Value ($000) $8,208 Avg Close — Range —
Q4 2023
Shares 5,972 Value ($000) $1,149 Avg Close — Range —
Q3 2023
Shares 1,268 Value ($000) $208 Avg Close — Range —
Q3 2022
Shares 15,951 Value ($000) $1,895 Avg Close — Range —
Q2 2022
Shares 16,306 Value ($000) $2,073 Avg Close — Range —
Q1 2022
Shares 29,845 Value ($000) $4,743 Avg Close — Range —
Q4 2021
Shares 98,770 Value ($000) $17,173 Avg Close — Range —