SIMPLIFY EXCHANGE TRADED FUN

Ticker: BUCK CUSIP: 82889N640 Class: TREASURY OPT INC

AE Wealth Management LLC's Holding History (CIK: 0001697723)

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

Q4 2025
Shares 1,164,244 Value ($000) $27,598 Avg Close — Range —
Q3 2025
Shares 1,033,643 Value ($000) $24,652 Avg Close — Range —
Q2 2025
Shares 1,126,495 Value ($000) $26,630 Avg Close — Range —
Q1 2025
Shares 989,072 Value ($000) $24,410 Avg Close — Range —
Q4 2024
Shares 835,096 Value ($000) $20,493 Avg Close — Range —
Q3 2024
Shares 271,797 Value ($000) $6,681 Avg Close — Range —
Q2 2024
Shares 219,580 Value ($000) $5,406 Avg Close — Range —
Q1 2024
Shares 187,381 Value ($000) $4,698 Avg Close — Range —