SIMPLIFY EXCHANGE TRADED FUN

Ticker: MTBA CUSIP: 82889N525 Class: ETF

Tortoise Investment Management, LLC's Holding History (CIK: 0001599511)

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

Q4 2025
Shares 470,695 Value ($000) $23,728 Avg Close — Range —
Q3 2025
Shares 418,318 Value ($000) $21,062 Avg Close — Range —
Q2 2025
Shares 343,462 Value ($000) $17,204 Avg Close — Range —
Q1 2025
Shares 332,501 Value ($000) $16,672 Avg Close — Range —
Q4 2024
Shares 301,475 Value ($000) $14,980 Avg Close — Range —
Q3 2024
Shares 263,994 Value ($000) $13,590 Avg Close — Range —
Q2 2024
Shares 2,135 Value ($000) $108 Avg Close — Range —