JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Synergy Financial Group, LTD's Holding History (CIK: 0001905669)

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

Q4 2025

Shares 938 Value ($000) $302 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 977 Value ($000) $308 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 946 Value ($000) $274 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 931 Value ($000) $228 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 944 Value ($000) $226 Avg Close $228.03 Range $198.89 - $249.04

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	938	$302	$309.53	$290.54 - $330.86
Q3 2025	977	$308	$295.93	$278.95 - $316.47
Q2 2025	946	$274	$252.67	$200.22 - $289.84
Q1 2025	931	$228	$250.91	$220.72 - $275.86
Q4 2024	944	$226	$228.03	$198.89 - $249.04