SIMPLIFY EXCHANGE TRADED FUN

Ticker: SPBC CUSIP: 82889N848 Class: SIMPLIFY US EQT

SFG Wealth Management, LLC.'s Holding History (CIK: 0001908914)

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

Q4 2025
Shares 100,401 Value ($000) $4,490 Avg Close — Range —
Q3 2025
Shares 99,269 Value ($000) $4,452 Avg Close — Range —
Q1 2025
Shares 102,878 Value ($000) $3,736 Avg Close — Range —
Q4 2024
Shares 227,329 Value ($000) $8,781 Avg Close — Range —
Q3 2024
Shares 223,279 Value ($000) $8,117 Avg Close — Range —
Q2 2024
Shares 207,793 Value ($000) $7,173 Avg Close — Range —
Q1 2024
Shares 178,089 Value ($000) $6,023 Avg Close — Range —
Q4 2023
Shares 44,121 Value ($000) $1,254 Avg Close — Range —