FIRST TR EXCHANGE-TRADED FD

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

SUMMIT WEALTH GROUP LLC / CO's Holding History (CIK: 0002081278)

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

Q4 2025
Shares 181,311 Value ($000) $12,599 Avg Close — Range —
Q2 2025
Shares 143,240 Value ($000) $8,987 Avg Close — Range —