FIRST TR EXCHANGE-TRADED FD

Ticker: RDVI CUSIP: 33738D879 Class: Com

EP Wealth Advisors, LLC's Holding History (CIK: 0001540569)

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

Q4 2025
Shares 9,450 Value ($000) $248 Avg Close — Range —
Q2 2025
Shares 9,650 Value ($000) $238 Avg Close — Range —