SIMPLIFY EXCHANGE TRADED FUN

Ticker: SVOL CUSIP: 82889N863 Class: ETF

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

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

Q4 2025
Shares 29,334 Value ($000) $515 Avg Close Range
Q3 2025
Shares 36,907 Value ($000) $664 Avg Close Range