SIMPLIFY EXCHANGE TRADED FUN

Ticker: CTA CUSIP: 82889N699 Class: ETF

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

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

Q1 2025
Shares 310,696 Value ($000) $9,197 Avg Close — Range —
Q4 2024
Shares 123,740 Value ($000) $3,451 Avg Close — Range —