JPMORGAN SMARTRETIREMENT BLEND 2035 R6

Ticker: JPYRX CUSIP: 46636U397 Class: Mutual Fund

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

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

Q4 2025
Shares 19,547 Value ($000) $647 Avg Close — Range —
Q3 2025
Shares 21,295 Value ($000) $707 Avg Close — Range —
Q2 2025
Shares 19,865 Value ($000) $623 Avg Close — Range —
Q4 2024
Shares 24,004 Value ($000) $697 Avg Close — Range —
Q3 2024
Shares 23,496 Value ($000) $715 Avg Close — Range —
Q2 2024
Shares 22,762 Value ($000) $651 Avg Close — Range —