SIMPLIFY EXCHANGE TRADED FUN

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

Summit Financial, LLC's Holding History (CIK: 0001765536)

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

Q4 2025
Shares 138,482 Value ($000) $3,084 Avg Close — Range —
Q3 2025
Shares 125,950 Value ($000) $2,886 Avg Close — Range —
Q2 2025
Shares 116,379 Value ($000) $2,714 Avg Close — Range —
Q1 2025
Shares 146,249 Value ($000) $3,355 Avg Close — Range —
Q4 2024
Shares 17,556 Value ($000) $383 Avg Close — Range —