JPMORGAN SMARTRETIREMENT BLEND 2030 R6

Ticker: JRBYX CUSIP: 46636U462 Class: Mutual Fund

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

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

Q4 2025
Shares 59,372 Value ($000) $1,723 Avg Close — Range —
Q3 2025
Shares 56,699 Value ($000) $1,661 Avg Close — Range —
Q2 2025
Shares 54,920 Value ($000) $1,530 Avg Close — Range —
Q1 2025
Shares 18,016 Value ($000) $470 Avg Close — Range —
Q4 2024
Shares 50,861 Value ($000) $1,319 Avg Close — Range —
Q3 2024
Shares 49,546 Value ($000) $1,351 Avg Close — Range —
Q2 2024
Shares 48,557 Value ($000) $1,246 Avg Close — Range —