Lord & Richards Wealth Management’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-16,920	Closed	-$372K	–	153
2025 Q1	$372K	Buy	16,920 +4,592	+37%	+$101K	0.42%	50
2024 Q4	$262K	Buy	+12,328	New	+$262K	0.55%	57