JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Total Wealth Planning, LLC's Holding History (CIK: 0001762997)

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

Q3 2025

Shares 8,960 Value ($000) $2,826 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 8,899 Value ($000) $2,580 Avg Close $252.67 Range $200.22 - $289.84

Period	Shares	Value ($000)	Average Close	Price Range
Q3 2025	8,960	$2,826	$295.93	$278.95 - $316.47
Q2 2025	8,899	$2,580	$252.67	$200.22 - $289.84