SIMPLIFY EXCHANGE TRADED FUN

Ticker: MTBA CUSIP: 82889N525 Class: ETF

STEINBERGANNA WEALTH MANAGEMENT's Holding History (CIK: 0002089528)

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

Q4 2025
Shares 12,601 Value ($000) $635 Avg Close — Range —
Q3 2025
Shares 12,380 Value ($000) $623 Avg Close — Range —