SIMPLIFY EXCHANGE TRADED FUN

Ticker: TUA CUSIP: 82889N657 Class: Common Stock

EVERGREEN CAPITAL MANAGEMENT LLC's Holding History (CIK: 0001260824)

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

Q4 2025
Shares 346,606 Value ($000) $7,592 Avg Close Range
Q3 2025
Shares 341,208 Value ($000) $7,462 Avg Close Range
Q2 2025
Shares 343,026 Value ($000) $7,557 Avg Close Range
Q1 2025
Shares 360,268 Value ($000) $7,915 Avg Close Range
Q4 2024
Shares 360,858 Value ($000) $7,657 Avg Close Range
Q3 2024
Shares 359,262 Value ($000) $8,259 Avg Close Range
Q2 2024
Shares 511,065 Value ($000) $10,896 Avg Close Range