SIMPLIFY EXCHANGE TRADED FUN

Ticker: HARD CUSIP: 82889N566 Class: COMMODITIES STRA

Holders for Q4 2025 Position Changes for Q4 2025

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

New Positions (6)

Whalen Wealth Management Inc.
Value ($000) $1,212 Shares 40,897
Holcombe Financial, Inc.
Value ($000) $783 Shares 26,423
HighTower Advisors, LLC
Value ($000) $758 Shares 25,572
Farther Finance Advisors, LLC
Value ($000) $16 Shares 540
WELLS FARGO & COMPANY/MN
Value ($000) $5 Shares 181
UBS Group AG
Value ($000) $4 Shares 138

Increased Positions (10)

Longview Financial Advisors, Inc.
Value ($000) $6,445 (+1.3%) Shares 217,440 (+3.2%)
Encompass More Asset Management
Value ($000) $3,016 (+11.3%) Shares 101,748 (+13.4%)
AE Wealth Management LLC
Value ($000) $4,034 (+5603.1%) Shares 136,103 (+5711.4%)
Straight Path Wealth Management
Value ($000) $289 (+4.6%) Shares 9,750 (+6.6%)
CreativeOne Wealth, LLC
Value ($000) $1,545 (+5.0%) Shares 52,131 (+7.0%)
Brinker Capital Investments, LLC
Value ($000) $619 (+37.6%) Shares 20,874 (+40.2%)
Private Advisor Group, LLC
Value ($000) $776 (+18.7%) Shares 26,167 (+20.9%)
OSAIC HOLDINGS, INC.
Value ($000) $74 (+328.4%) Shares 2,501 (+336.5%)
Global Retirement Partners, LLC
Value ($000) $48 (+231.1%) Shares 1,603 (+237.5%)
CWM, LLC
Value ($000) $0 (+1040.0%) Shares 3,839 (+1099.7%)

Decreased Positions (3)

Park Edge Advisors, LLC
Value ($000) $1,466 (-5.5%) Shares 49,450 (-3.8%)
Global View Capital Management LLC
Value ($000) $782 (-4.4%) Shares 26,390 (-2.7%)
Stratos Wealth Partners, LTD.
Value ($000) $456 (-23.3%) Shares 15,377 (-21.8%)

Exited Positions (3)

Worth Asset Management, LLC
Value ($000) $465 Shares 15,385
Inspire Advisors, LLC
Value ($000) $437 Shares 14,466
PRINCIPAL SECURITIES, INC.
Value ($000) $2 Shares 50