FIRST TR EXCH TRADED FD III

Ticker: FSMB CUSIP: 33739P830 Class: SHRT DUR MNG MUN

Summit Financial, LLC's Holding History (CIK: 0001765536)

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

Q4 2025
Shares 51,221 Value ($000) $1,027 Avg Close — Range —
Q3 2025
Shares 57,250 Value ($000) $1,150 Avg Close — Range —