FIRST TR EXCHANGE-TRADED FD

Ticker: SDVY CUSIP: 33741X102 Class: SMID RISNG ETF

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

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

Q4 2025
Shares 5,932 Value ($000) $227 Avg Close — Range —
Q2 2025
Shares 17,242 Value ($000) $608 Avg Close — Range —