SIMPLIFY EXCHANGE TRADED FUN

Ticker: SVOL CUSIP: 82889N863 Class: ETF

Root Financial Partners, LLC's Holding History (CIK: 0001977181)

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

Q4 2025
Shares 257 Value ($000) $5 Avg Close — Range —
Q3 2025
Shares 2,767 Value ($000) $50 Avg Close — Range —