SIMPLIFY EXCHANGE TRADED FUN

Ticker: SPD CUSIP: 82889N202 Class: ETF

AE Wealth Management LLC's Holding History (CIK: 0001697723)

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

Q4 2025
Shares 182,280 Value ($000) $7,156 Avg Close — Range —
Q3 2025
Shares 184,940 Value ($000) $7,307 Avg Close — Range —
Q2 2025
Shares 185,279 Value ($000) $7,044 Avg Close — Range —
Q1 2025
Shares 2,724 Value ($000) $84 Avg Close — Range —
Q4 2024
Shares 147,629 Value ($000) $4,927 Avg Close — Range —
Q3 2024
Shares 150,170 Value ($000) $5,026 Avg Close — Range —
Q2 2024
Shares 139,116 Value ($000) $4,496 Avg Close — Range —
Q1 2024
Shares 136,909 Value ($000) $4,256 Avg Close — Range —
Q4 2023
Shares 331,871 Value ($000) $9,767 Avg Close — Range —
Q3 2022
Shares 55,488 Value ($000) $1,468 Avg Close — Range —
Q2 2022
Shares 37,080 Value ($000) $982 Avg Close — Range —
Q1 2022
Shares 25,075 Value ($000) $786 Avg Close — Range —
Q4 2021
Shares 10,753 Value ($000) $358 Avg Close — Range —