SIMPLIFY EXCHANGE TRADED FUN

Ticker: CTA CUSIP: 82889N699 Class: ETF

Compound Planning, Inc.'s Holding History (CIK: 0001978879)

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

Q4 2025
Shares 371,201 Value ($000) $10,119 Avg Close — Range —
Q3 2025
Shares 303,670 Value ($000) $8,494 Avg Close — Range —