SIMPLIFY EXCHANGE TRADED FUN

Ticker: CTA CUSIP: 82889N699 Class: ETF

Upper Left Wealth Management, LLC's Holding History (CIK: 0001911228)

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

Q4 2025
Shares 119,077 Value ($000) $3,246 Avg Close — Range —
Q3 2025
Shares 108,215 Value ($000) $3,027 Avg Close — Range —
Q2 2025
Shares 99,735 Value ($000) $2,667 Avg Close — Range —
Q1 2025
Shares 122,924 Value ($000) $3,639 Avg Close — Range —