JPMORGAN SMARTRETIREMENT BLEND 2055 R6

Ticker: JTYBX CUSIP: 46636U132 Class: Mutual Fund

Grey Fox Wealth Advisors, LLC's Holding History (CIK: 0001965362)

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

Q4 2025
Shares 50,711 Value ($000) $1,957 Avg Close — Range —
Q3 2025
Shares 47,277 Value ($000) $1,812 Avg Close — Range —
Q2 2025
Shares 47,120 Value ($000) $1,689 Avg Close — Range —
Q4 2024
Shares 41,102 Value ($000) $1,350 Avg Close — Range —
Q3 2024
Shares 38,612 Value ($000) $1,317 Avg Close — Range —
Q2 2024
Shares 36,442 Value ($000) $1,166 Avg Close — Range —