SIMPLIFY EXCHANGE TRADED FUN

Ticker: CDX CUSIP: 82889N830 Class: HIGH YIELD ETF

Steward Partners Investment Advisory, LLC's Holding History (CIK: 0001723397)

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

Q4 2025
Shares 226,554 Value ($000) $5,045 Avg Close — Range —
Q3 2025
Shares 190,470 Value ($000) $4,364 Avg Close — Range —
Q2 2025
Shares 84,178 Value ($000) $1,963 Avg Close — Range —
Q1 2025
Shares 79,036 Value ($000) $1,813 Avg Close — Range —
Q4 2024
Shares 82,930 Value ($000) $1,809 Avg Close — Range —
Q3 2024
Shares 62,667 Value ($000) $1,488 Avg Close — Range —
Q2 2024
Shares 56,488 Value ($000) $1,297 Avg Close — Range —
Q1 2024
Shares 13,732 Value ($000) $315 Avg Close — Range —
Q4 2023
Shares 6,474 Value ($000) $148 Avg Close — Range —