NEW YORK LIFE INVTS ACTIVE E

Ticker: IWLG CUSIP: 45409F769 Class: NYLI WINSLOW LAR

JONES FINANCIAL COMPANIES LLLP's Holding History (CIK: 0000815917)

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

Q4 2025
Shares 5,111 Value ($000) $277 Avg Close — Range —
Q3 2025
Shares 3,659 Value ($000) $195 Avg Close — Range —