WISDOMTREE TR

Ticker: USFR CUSIP: 97717Y527 Class: FLOATNG RAT TREA

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

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

Q4 2025
Shares 10,357 Value ($000) $521 Avg Close — Range —
Q3 2025
Shares 10,403 Value ($000) $523 Avg Close — Range —
Q2 2025
Shares 9,892 Value ($000) $498 Avg Close — Range —
Q1 2025
Shares 8,831 Value ($000) $444 Avg Close — Range —
Q4 2024
Shares 6,616 Value ($000) $333 Avg Close — Range —
Q3 2024
Shares 6,008 Value ($000) $302 Avg Close — Range —
Q2 2024
Shares 5,697 Value ($000) $287 Avg Close — Range —
Q1 2024
Shares 5,260 Value ($000) $265 Avg Close — Range —