WINTRUST FINL CORP

Ticker: WTFC CUSIP: 97650W108 Class: Com

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

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

Q4 2025

Shares 5,282 Value ($000) $739 Avg Close $132.99 Range $119.61 - $144.70

Q3 2025

Shares 5,298 Value ($000) $702 Avg Close $132.05 Range $121.81 - $141.69

Q2 2025

Shares 10,050 Value ($000) $1,246 Avg Close $114.70 Range $89.10 - $125.20

Q1 2025

Shares 5,042 Value ($000) $567 Avg Close $123.58 Range $106.56 - $137.95

Q3 2024

Shares 5,011 Value ($000) $544 Avg Close $104.28 Range $93.54 - $113.68

Q2 2024

Shares 5,000 Value ($000) $493 Avg Close $97.95 Range $91.38 - $104.49

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	5,282	$739	$132.99	$119.61 - $144.70
Q3 2025	5,298	$702	$132.05	$121.81 - $141.69
Q2 2025	10,050	$1,246	$114.70	$89.10 - $125.20
Q1 2025	5,042	$567	$123.58	$106.56 - $137.95
Q3 2024	5,011	$544	$104.28	$93.54 - $113.68
Q2 2024	5,000	$493	$97.95	$91.38 - $104.49