SIMPLIFY EXCHANGE TRADED FUN

Ticker: CRDT CUSIP: 82889N558 Class: SIMPLIFY OPPORT

Holders for Q4 2025 Position Changes for Q4 2025

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

New Positions (4)

Lloyd Advisory Services, LLC.

Value ($000) $141 Shares 6,044

Focus Partners Wealth

Value ($000) $6,442 Shares 276,354

Kingdom Financial Group LLC.

Value ($000) $56 Shares 2,387

SUSQUEHANNA INTERNATIONAL GROUP, LLP

Value ($000) $692 Shares 29,707

Institution	Shares	Value ($000)
Lloyd Advisory Services, LLC.	6,044	$141
Focus Partners Wealth	276,354	$6,442
Kingdom Financial Group LLC.	2,387	$56
SUSQUEHANNA INTERNATIONAL GROUP, LLP	29,707	$692

Increased Positions (6)

Ascension Capital Advisors, Inc.

Value ($000) $14,823 (+1.9%) Shares 635,914 (+3.4%)

Mid-American Wealth Advisory Group, Inc.

Value ($000) $4,688 (+6.3%) Shares 201,104 (+7.9%)

PRINCIPAL SECURITIES, INC.

Value ($000) $553 (+5.5%) Shares 23,703 (+7.1%)

ENVESTNET ASSET MANAGEMENT INC

Value ($000) $638 (+7.5%) Shares 27,390 (+9.1%)

AE Wealth Management LLC

Value ($000) $1,184 (-0.0%) Shares 50,806 (+1.5%)

OSAIC HOLDINGS, INC.

Value ($000) $70 (+0.3%) Shares 2,996 (+1.7%)

Institution	Prev Shares	Curr Shares	Change
Ascension Capital Advisors, Inc.	614,990	635,914	+20,924 (+3.4%)
Mid-American Wealth Advisory Group, Inc.	186,315	201,104	+14,789 (+7.9%)
PRINCIPAL SECURITIES, INC.	22,130	23,703	+1,573 (+7.1%)
ENVESTNET ASSET MANAGEMENT INC	25,102	27,390	+2,288 (+9.1%)
AE Wealth Management LLC	50,071	50,806	+735 (+1.5%)
OSAIC HOLDINGS, INC.	2,946	2,996	+50 (+1.7%)

Decreased Positions (9)

Continuum Advisory, LLC

Value ($000) $9,003 (-10.2%) Shares 386,244 (-8.8%)

Sunbelt Securities, Inc.

Value ($000) $510 (-35.0%) Shares 21,871 (-34.0%)

Steward Partners Investment Advisory, LLC

Value ($000) $36 (-97.1%) Shares 1,558 (-97.1%)

JANE STREET GROUP, LLC

Value ($000) $405 (-68.9%) Shares 17,381 (-68.5%)

Trajan Wealth LLC

Value ($000) $214 (-15.9%) Shares 9,168 (-14.6%)

Great Lakes Retirement, Inc.

Value ($000) $308 (-6.4%) Shares 13,204 (-5.0%)

UBS Group AG

Value ($000) $7 (-68.7%) Shares 300 (-68.2%)

Geneos Wealth Management Inc.

Value ($000) $3 (-41.8%) Shares 129 (-40.8%)

Quest 10 Wealth Builders, Inc.

Value ($000) $3 (-10.2%) Shares 113 (-8.9%)

Institution	Prev Shares	Curr Shares	Change
Continuum Advisory, LLC	423,609	386,244	-37,365 (-8.8%)
Sunbelt Securities, Inc.	33,161	21,871	-11,290 (-34.0%)
Steward Partners Investment Advisory, LLC	52,866	1,558	-51,308 (-97.1%)
JANE STREET GROUP, LLC	55,093	17,381	-37,712 (-68.5%)
Trajan Wealth LLC	10,741	9,168	-1,573 (-14.6%)
Great Lakes Retirement, Inc.	13,905	13,204	-701 (-5.0%)
UBS Group AG	944	300	-644 (-68.2%)
Geneos Wealth Management Inc.	218	129	-89 (-40.8%)
Quest 10 Wealth Builders, Inc.	124	113	-11 (-8.9%)

Exited Positions (8)

Authentikos Wealth Advisory, LLC

Value ($000) $4,615 Shares 195,072

Kovitz Investment Group Partners, LLC

Value ($000) $20,637 Shares 872,251

Wealthcare Advisory Partners LLC

Value ($000) $3,040 Shares 128,507

3EDGE Asset Management, LP

Value ($000) $218 Shares 9,220

JPMORGAN CHASE & CO

Value ($000) $1,486 Shares 62,812

FLOW TRADERS U.S. LLC

Value ($000) $0 Shares 16,333

CITADEL ADVISORS LLC

Value ($000) $307 Shares 12,977

EVOLUTION WEALTH MANAGEMENT INC.

Value ($000) $2 Shares 98

Institution	Prev Shares	Prev Value ($000)
Authentikos Wealth Advisory, LLC	195,072	$4,615
Kovitz Investment Group Partners, LLC	872,251	$20,637
Wealthcare Advisory Partners LLC	128,507	$3,040
3EDGE Asset Management, LP	9,220	$218
JPMORGAN CHASE & CO	62,812	$1,486
FLOW TRADERS U.S. LLC	16,333	$0
CITADEL ADVISORS LLC	12,977	$307
EVOLUTION WEALTH MANAGEMENT INC.	98	$2