JPMORGAN CHASE & CO

CUSIP: 46625H365 Class: ALERIAN ML ETN

Smallwood Wealth Investment Management, LLC's Holding History (CIK: 0001921304)

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

Q4 2023
Shares 60,463 Value ($000) $1,533 Avg Close — Range —
Q3 2023
Shares 58,808 Value ($000) $1,453 Avg Close — Range —
Q2 2023
Shares 57,642 Value ($000) $1,321 Avg Close — Range —
Q1 2023
Shares 58,030 Value ($000) $1,288 Avg Close — Range —
Q4 2022
Shares 58,256 Value ($000) $1,267 Avg Close — Range —
Q3 2022
Shares 66,347 Value ($000) $1,331 Avg Close — Range —
Q2 2022
Shares 73,061 Value ($000) $1,385 Avg Close — Range —
Q1 2022
Shares 73,890 Value ($000) $1,545 Avg Close — Range —
Q4 2021
Shares 74,969 Value ($000) $1,335 Avg Close — Range —