FIRST TR EXCHANGE-TRADED FD

Ticker: RDVY CUSIP: 33738R506 Class: RISNG DIVD ACHIV

Compound Planning, Inc.'s Holding History (CIK: 0001978879)

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

Q4 2025
Shares 3,579 Value ($000) $249 Avg Close — Range —
Q3 2025
Shares 3,561 Value ($000) $240 Avg Close — Range —
Q2 2025
Shares 3,460 Value ($000) $217 Avg Close — Range —
Q4 2024
Shares 13,027 Value ($000) $770 Avg Close — Range —
Q3 2024
Shares 12,896 Value ($000) $764 Avg Close — Range —
Q2 2024
Shares 11,913 Value ($000) $652 Avg Close — Range —
Q1 2024
Shares 11,108 Value ($000) $624 Avg Close — Range —
Q3 2023
Shares 12,103 Value ($000) $556 Avg Close — Range —