JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Financial Life Planners's Holding History (CIK: 0002053368)

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

Q4 2025

Shares 912 Value ($000) $294 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 908 Value ($000) $286 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 871 Value ($000) $252 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 794 Value ($000) $195 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 700 Value ($000) $168 Avg Close $228.03 Range $198.89 - $249.04

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	912	$294	$309.53	$290.54 - $330.86
Q3 2025	908	$286	$295.93	$278.95 - $316.47
Q2 2025	871	$252	$252.67	$200.22 - $289.84
Q1 2025	794	$195	$250.91	$220.72 - $275.86
Q4 2024	700	$168	$228.03	$198.89 - $249.04