SIMPLIFY EXCHANGE TRADED FUN

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

Whalen Wealth Management Inc.'s Holding History (CIK: 0001894447)

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

Q4 2025
Shares 55,956 Value ($000) $1,246 Avg Close — Range —
Q3 2025
Shares 102,101 Value ($000) $2,339 Avg Close — Range —
Q2 2025
Shares 49,467 Value ($000) $1,154 Avg Close — Range —