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LWM Advisory Services, LLC
> FVD
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | FIRST TR VALUE LINE DIVID IN | FVD | 17,888 | -10,810 | 717,124,000 | -428,219,000 | $40,089.67 |
| 12/31/2022 | FIRST TR VALUE LINE DIVID IN | FVD | 28,698 | -193 | 1,145,343,000 | 1,144,309,000 | $39,910.20 |
| 09/30/2022 | FIRST TR VALUE LINE DIVID IN | FVD | 28,891 | 16,968 | 1,034,000 | 571,000 | $35.79 |
| 06/30/2022 | FIRST TR VALUE LINE DIVID IN | FVD | 11,923 | 68 | 463,000 | -38,000 | $38.83 |
| 03/31/2022 | FIRST TR VALUE LINE DIVID IN | FVD | 11,855 | 2,151 | 501,000 | 83,000 | $42.26 |
| 12/31/2021 | FIRST TR VALUE LINE DIVID IN | FVD | 9,704 | 9,704 | 418,000 | 418,000 | $43.08 |
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