Simplicity Wealth,LLC: EBND position timeline

Simplicity Wealth,LLC held 36,465 EBND shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 36,465 shares

   Change vs previous 13F +485 shares

   0.03% of the 13F portfolio, value $762,851.

   13F-HR 0001062993-26-004075 filed by Simplicity Wealth,LLC
   Filed 2026-08-06 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 35,980 shares

   Change vs previous 13F +7,603 shares

   0.04% of the 13F portfolio, value $742,633.

   13F-HR 0001062993-26-002226 filed by Simplicity Wealth,LLC
   Filed 2026-04-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 28,377 shares

   Change vs previous 13F +2,826 shares

   0.04% of the 13F portfolio, value $606,413.

   13F-HR 0001062993-26-000496 filed by Simplicity Wealth,LLC
   Filed 2026-01-30 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 25,551 shares

   Change vs previous 13F -18,231 shares

   0.03% of the 13F portfolio, value $545,760.

   13F-HR 0001062993-25-016389 filed by Simplicity Wealth,LLC
   Filed 2025-10-30 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 43,782 shares

   Change vs previous 13F +43,782 shares

   0.04% of the 13F portfolio, value $936,916.

   13F-HR 0001062993-25-013037 filed by Simplicity Wealth,LLC
   Filed 2025-07-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2024-12-31

   13F 0 shares

   Change vs previous 13F -18,355 shares

   13F-HR 0001062993-25-001833 filed by Simplicity Wealth,LLC
   Filed 2025-02-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

7. period ended2024-09-30

   13F 18,355 shares

   Change vs previous 13F not available

   0.04% of the 13F portfolio, value $390,407.

   13F-HR 0001062993-24-017516 filed by Simplicity Wealth,LLC
   Filed 2024-10-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).