FIRST TR EXCHANGE-TRADED FD

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

WealthPlan Investment Management, LLC's Holding History (CIK: 0001929986)

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

Q4 2025
Shares 25,638 Value ($000) $982 Avg Close — Range —
Q3 2025
Shares 26,125 Value ($000) $993 Avg Close — Range —
Q2 2025
Shares 36,704 Value ($000) $1,295 Avg Close — Range —
Q1 2025
Shares 36,499 Value ($000) $1,223 Avg Close — Range —
Q4 2024
Shares 31,135 Value ($000) $1,116 Avg Close — Range —