SIMPLIFY EXCHANGE TRADED FUN

Ticker: PFIX CUSIP: 82889N855 Class: ETF

AE Wealth Management LLC's Holding History (CIK: 0001697723)

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

Q4 2025
Shares 24 Value ($000) $1 Avg Close Range
Q3 2025
Shares 24 Value ($000) $1 Avg Close Range
Q2 2025
Shares 28 Value ($000) $1 Avg Close Range
Q1 2025
Shares 34 Value ($000) $2 Avg Close Range
Q4 2024
Shares 44 Value ($000) $2 Avg Close Range
Q4 2023
Shares 76,974 Value ($000) $3,659 Avg Close Range
Q3 2022
Shares 22,324 Value ($000) $1,522 Avg Close Range