SIMPLIFY EXCHANGE TRADED FUN

Ticker: CRDT CUSIP: 82889N558 Class: SIMPLIFY OPPORT

Kovitz Investment Group Partners, LLC's Holding History (CIK: 0001665198)

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

Q3 2025
Shares 872,251 Value ($000) $20,637 Avg Close Range
Q2 2025
Shares 1,117,817 Value ($000) $26,710 Avg Close Range
Q1 2025
Shares 2,131,225 Value ($000) $54,410 Avg Close Range
Q4 2024
Shares 2,036,827 Value ($000) $51,124 Avg Close Range
Q3 2024
Shares 1,996,580 Value ($000) $50,573 Avg Close Range