SIMPLIFY EXCHANGE TRADED FUN

Ticker: HEQT CUSIP: 82889N764 Class: HEDGED EQUITY

WealthPLAN Partners, LLC's Holding History (CIK: 0001639943)

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

Q4 2025
Shares 304,854 Value ($000) $9,771 Avg Close — Range —
Q3 2025
Shares 324,558 Value ($000) $10,138 Avg Close — Range —
Q2 2025
Shares 318,558 Value ($000) $9,573 Avg Close — Range —
Q1 2025
Shares 534,849 Value ($000) $15,283 Avg Close — Range —
Q4 2024
Shares 534,413 Value ($000) $15,755 Avg Close — Range —
Q3 2024
Shares 564,333 Value ($000) $16,298 Avg Close — Range —
Q2 2024
Shares 545,585 Value ($000) $15,096 Avg Close — Range —
Q1 2024
Shares 541,933 Value ($000) $14,356 Avg Close — Range —
Q4 2023
Shares 547,298 Value ($000) $13,825 Avg Close — Range —
Q3 2023
Shares 549,406 Value ($000) $13,388 Avg Close — Range —
Q2 2023
Shares 397,870 Value ($000) $9,871 Avg Close — Range —
Q1 2023
Shares 572,627 Value ($000) $13,531 Avg Close — Range —
Q4 2022
Shares 962,538 Value ($000) $22,831 Avg Close — Range —