JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Cornerstone Planning, LLC's Holding History (CIK: 0001802105)

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

Q4 2025

Shares 14,179 Value ($000) $4,581 Avg Close $309.53 Range $290.54 - $330.86

Q4 2024

Shares 13,834 Value ($000) $3,316 Avg Close $228.03 Range $198.89 - $249.04

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	14,179	$4,581	$309.53	$290.54 - $330.86
Q4 2024	13,834	$3,316	$228.03	$198.89 - $249.04