SIMPLIFY EXCHANGE TRADED FUN

Ticker: TUA CUSIP: 82889N657 Class: Common Stock

Whalen Wealth Management Inc.'s Holding History (CIK: 0001894447)

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

Q3 2025
Shares 160,129 Value ($000) $3,502 Avg Close — Range —
Q2 2025
Shares 52,336 Value ($000) $1,153 Avg Close — Range —