SIMPLIFY EXCHANGE TRADED FUN

Ticker: HEQT CUSIP: 82889N764 Class: HEDGED EQUITY

Peterson Wealth Advisors, LLC's Holding History (CIK: 0001713558)

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

Q4 2025
Shares 128,161 Value ($000) $4,108 Avg Close — Range —
Q3 2025
Shares 140,132 Value ($000) $4,385 Avg Close — Range —
Q2 2025
Shares 147,533 Value ($000) $4,433 Avg Close — Range —
Q1 2025
Shares 156,031 Value ($000) $4,314 Avg Close — Range —
Q4 2024
Shares 53,619 Value ($000) $1,594 Avg Close — Range —
Q3 2024
Shares 37,663 Value ($000) $1,088 Avg Close — Range —
Q2 2024
Shares 41,033 Value ($000) $1,135 Avg Close — Range —
Q1 2024
Shares 32,498 Value ($000) $861 Avg Close — Range —
Q4 2023
Shares 32,765 Value ($000) $828 Avg Close — Range —