SIMPLIFY EXCHANGE TRADED FUN

Ticker: SPD CUSIP: 82889N202 Class: ETF

Holders for Q4 2025 Position Changes for Q4 2025

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

New Positions (5)

GTS SECURITIES LLC
Value ($000) $981 Shares 24,985
Kingdom Financial Group LLC.
Value ($000) $83 Shares 2,120
Noble Wealth Management PBC
Value ($000) $2 Shares 55
ASSETMARK, INC
Value ($000) $0 Shares 9
Farther Finance Advisors, LLC
Value ($000) $0 Shares 3

Increased Positions (9)

EVOLUTION WEALTH MANAGEMENT INC.
Value ($000) $4,507 (+14.0%) Shares 114,806 (+14.7%)
Ironsides Asset Advisors, LLC
Value ($000) $4,107 (+21.1%) Shares 104,611 (+21.9%)
Lloyd Advisory Services, LLC.
Value ($000) $1,871 (+5.9%) Shares 47,645 (+6.6%)
LPL Financial LLC
Value ($000) $15,107 (+849.9%) Shares 384,800 (+856.0%)
COMMONWEALTH EQUITY SERVICES, LLC
Value ($000) $10,030 (+103281.5%) Shares 255,478 (+4.0%)
Fiduciary Alliance LLC
Value ($000) $756 (+0.7%) Shares 19,252 (+1.4%)
MORGAN STANLEY
Value ($000) $33 (+13.2%) Shares 847 (+13.7%)
CWM, LLC
Value ($000) $2 (+42.1%) Shares 43,586 (+43.0%)
Quest 10 Wealth Builders, Inc.
Value ($000) $23 (+1.9%) Shares 598 (+2.6%)

Decreased Positions (13)

Authentikos Wealth Advisory, LLC
Value ($000) $7,484 (-2.5%) Shares 190,625 (-1.9%)
B.O.S.S. Retirement Advisors, LLC
Value ($000) $956 (-38.0%) Shares 24,339 (-37.6%)
Austin Wealth Management, LLC
Value ($000) $1,900 (-10.4%) Shares 47,934 (-11.2%)
HOWARD BAILEY SECURITIES, LLC
Value ($000) $704 (-12.4%) Shares 17,919 (-11.9%)
Compound Planning, Inc.
Value ($000) $1,357 (-19.6%) Shares 34,559 (-19.0%)
Park Edge Advisors, LLC
Value ($000) $1,140 (-2.9%) Shares 29,031 (-2.3%)
LifeWealth Investments, LLC
Value ($000) $431 (-7.2%) Shares 10,977 (-6.6%)
Elevated Capital Advisors, LLC
Value ($000) $601 (-4.8%) Shares 15,304 (-4.2%)
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Value ($000) $868 (-22.1%) Shares 21,727 (-22.9%)
AE Wealth Management LLC
Value ($000) $7,156 (-2.1%) Shares 182,280 (-1.4%)
OSAIC HOLDINGS, INC.
Value ($000) $230 (-18.6%) Shares 5,868 (-20.2%)
Dynamic Advisor Solutions LLC
Value ($000) $321 (-5.4%) Shares 8,166 (-4.7%)
HighTower Advisors, LLC
Value ($000) $201 (-10.3%) Shares 5,119 (-9.7%)

Exited Positions (5)

Great Lakes Retirement, Inc.
Value ($000) $207 Shares 5,235
CITADEL ADVISORS LLC
Value ($000) $464 Shares 11,740
SUSQUEHANNA INTERNATIONAL GROUP, LLP
Value ($000) $456 Shares 11,531
Decker Retirement Planning Inc.
Value ($000) $3 Shares 81
Richard W. Paul & Associates, LLC
Value ($000) $2 Shares 46