Napa Wealth Management’s Simplify Aggregate Bond ETF AGGH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$209K	Sell	10,137 -25,885	-72%	-$534K	0.1%	126
2025 Q1	$762K	Sell	36,022 -10,738	-23%	-$227K	0.43%	58
2024 Q4	$965K	Sell	46,760 -18,388	-28%	-$379K	0.42%	71
2024 Q3	$1.41M	Buy	+65,148	New	+$1.41M	0.67%	33