SIMPLIFY EXCHANGE TRADED FUN

Ticker: MAXI CUSIP: 82889N673 Class: BITCOIN STRATEGY

Holders for Q4 2025 Position Changes for Q4 2025

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

New Positions (3)

Authentikos Wealth Advisory, LLC
Value ($000) $1,159 Shares 81,050
CITADEL ADVISORS LLC
Value ($000) $152 Shares 10,620
MAI Capital Management
Value ($000) $14 Shares 950

Increased Positions (8)

Cambridge Advisors Inc.
Value ($000) $449 (-24.7%) Shares 31,402 (+46.4%)
Mid-American Wealth Advisory Group, Inc.
Value ($000) $253 (-31.8%) Shares 17,693 (+32.5%)
Luminist Capital LLC
Value ($000) $36 (-14.2%) Shares 2,530 (+73.9%)
Caitlin John, LLC
Value ($000) $7 (-3.1%) Shares 516 (+88.3%)
MORGAN STANLEY
Value ($000) $6 (+8600.0%) Shares 450 (+22400.0%)
OSAIC HOLDINGS, INC.
Value ($000) $36 (-43.1%) Shares 2,548 (+10.6%)
AE Wealth Management LLC
Value ($000) $0 (-41.7%) Shares 6 (+20.0%)
CWM, LLC
Value ($000) $0 (-50.0%) Shares 159 (+14.4%)

Decreased Positions (1)

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Value ($000) $384 (-52.6%) Shares 24,403 (-8.4%)

Exited Positions (3)

Summit Financial, LLC
Value ($000) $612 Shares 22,031
Brinker Capital Investments, LLC
Value ($000) $268 Shares 9,658
SIMPLEX TRADING, LLC
Value ($000) $0 Shares 2