FIRST TR EXCHANGE-TRADED FD

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

Golden State Wealth Management, LLC's Holding History (CIK: 0001776033)

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

Q4 2025
Shares 293,154 Value ($000) $11,234 Avg Close — Range —
Q3 2025
Shares 305,271 Value ($000) $11,606 Avg Close — Range —
Q2 2025
Shares 303,184 Value ($000) $10,696 Avg Close — Range —
Q1 2025
Shares 294,671 Value ($000) $9,872 Avg Close — Range —
Q4 2024
Shares 249,404 Value ($000) $8,941 Avg Close — Range —
Q1 2022
Shares 33,709 Value ($000) $939 Avg Close — Range —
Q4 2021
Shares 13,491 Value ($000) $409 Avg Close — Range —