SIMPLIFY EXCHANGE TRADED FUN

Ticker: MTBA CUSIP: 82889N525 Class: ETF

KINGSWOOD WEALTH ADVISORS, LLC's Holding History (CIK: 0001987855)

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

Q4 2025
Shares 8,038 Value ($000) $405 Avg Close Range
Q3 2025
Shares 6,288 Value ($000) $317 Avg Close Range
Q2 2025
Shares 6,288 Value ($000) $315 Avg Close Range
Q1 2025
Shares 6,288 Value ($000) $315 Avg Close Range
Q4 2024
Shares 6,288 Value ($000) $312 Avg Close Range
Q3 2024
Shares 6,288 Value ($000) $324 Avg Close Range
Q2 2024
Shares 8,106 Value ($000) $408 Avg Close Range