SELECT SECTOR SPDR TR

Ticker: XLU CUSIP: 81369Y886 Class: SBI INT-UTILS

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

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

Q4 2025
Shares 49,089 Value ($000) $2,096 Avg Close — Range —
Q3 2025
Shares 15,139 Value ($000) $1,320 Avg Close — Range —
Q2 2025
Shares 11,456 Value ($000) $936 Avg Close — Range —
Q3 2024
Shares 4,897 Value ($000) $396 Avg Close — Range —
Q2 2024
Shares 4,774 Value ($000) $325 Avg Close — Range —
Q1 2024
Shares 4,559 Value ($000) $299 Avg Close — Range —
Q4 2023
Shares 3,779 Value ($000) $239 Avg Close — Range —
Q3 2022
Shares 4,073 Value ($000) $267 Avg Close — Range —
Q2 2022
Shares 3,900 Value ($000) $274 Avg Close — Range —
Q1 2022
Shares 7,774 Value ($000) $579 Avg Close — Range —
Q4 2021
Shares 15,278 Value ($000) $1,094 Avg Close — Range —