LWMI
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Legacy Wealth Management (Idaho)’s Simplify Enhanced Income ETF HIGH Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$4.4M Buy
181,762
+41,268
+29% +$1,000K 2.29% 8
2025
Q1
$3.08M Sell
140,494
-37,831
-21% -$830K 2.18% 14
2024
Q4
$4.13M Buy
178,325
+122,674
+220% +$2.84M 2.64% 10
2024
Q3
$1.31M Buy
+55,651
New +$1.31M 0.76% 23