FIRST TR EXCHANGE-TRADED FD

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

STONEHAVEN WEALTH & TAX SOLUTIONS, LLC's Holding History (CIK: 0002056591)

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

Q4 2025
Shares 170,516 Value ($000) $6,534 Avg Close — Range —
Q3 2025
Shares 170,364 Value ($000) $6,477 Avg Close — Range —
Q2 2025
Shares 169,391 Value ($000) $5,976 Avg Close — Range —
Q1 2025
Shares 164,798 Value ($000) $5,521 Avg Close — Range —
Q4 2024
Shares 108,334 Value ($000) $3,884 Avg Close — Range —