SIMPLIFY EXCHANGE TRADED FUN

Ticker: SPD CUSIP: 82889N202 Class: ETF

Compound Planning, Inc.'s Holding History (CIK: 0001978879)

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

Q4 2025
Shares 34,559 Value ($000) $1,357 Avg Close — Range —
Q3 2025
Shares 42,691 Value ($000) $1,687 Avg Close — Range —
Q2 2025
Shares 61,357 Value ($000) $2,333 Avg Close — Range —
Q1 2025
Shares 61,599 Value ($000) $1,905 Avg Close — Range —
Q4 2024
Shares 45,323 Value ($000) $1,513 Avg Close — Range —