SIMPLIFY EXCHANGE TRADED FUN

Ticker: TUA CUSIP: 82889N657 Class: Common Stock

4WEALTH ADVISORS, INC.'s Holding History (CIK: 0002056676)

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

Q4 2025
Shares 29,557 Value ($000) $647 Avg Close Range
Q3 2025
Shares 30,373 Value ($000) $664 Avg Close Range
Q2 2025
Shares 31,134 Value ($000) $686 Avg Close Range