SIMPLIFY EXCHANGE TRADED FUN

Ticker: SPUC CUSIP: 82889N301 Class: US EQT PLS UPSID

Holders for Q4 2025 Position Changes for Q4 2025

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

New Positions (9)

Lloyd Advisory Services, LLC.
Value ($000) $1,597 Shares 34,276
HOWARD BAILEY SECURITIES, LLC
Value ($000) $424 Shares 9,106
B.O.S.S. Retirement Advisors, LLC
Value ($000) $479 Shares 10,276
LifeWealth Investments, LLC
Value ($000) $219 Shares 4,705
Kingdom Financial Group LLC.
Value ($000) $85 Shares 1,835
Great Lakes Retirement, Inc.
Value ($000) $251 Shares 5,379
Quest 10 Wealth Builders, Inc.
Value ($000) $20 Shares 428
Kestra Advisory Services, LLC
Value ($000) $86 Shares 1,855
Noble Wealth Management PBC
Value ($000) $1 Shares 18

Increased Positions (4)

AE Wealth Management LLC
Value ($000) $4,338 (+6888.4%) Shares 93,106 (+7426.8%)
COMMONWEALTH EQUITY SERVICES, LLC
Value ($000) $10,582 (+98827.8%) Shares 227,107 (+6.6%)
OSAIC HOLDINGS, INC.
Value ($000) $58 (+54.6%) Shares 1,251 (+64.0%)
MML INVESTORS SERVICES, LLC
Value ($000) $267 (+1.1%) Shares 5,736 (+8.9%)

Decreased Positions (2)

OLD MISSION CAPITAL LLC
Value ($000) $505 (-67.8%) Shares 10,847 (-65.4%)
BANK OF AMERICA CORP /DE/
Value ($000) $2 (-98.7%) Shares 46 (-98.6%)

Exited Positions (4)

Hilltop Holdings Inc.
Value ($000) $4,881 Shares 97,229
PRINCIPAL SECURITIES, INC.
Value ($000) $25 Shares 500
UBS Group AG
Value ($000) $6 Shares 129
MORGAN STANLEY
Value ($000) $0 Shares 1