J P MORGAN EXCHANGE TRADED F

Ticker: JMEE CUSIP: 46641Q118 Class: SMALL & MID CAP

Total Wealth Planning, LLC's Holding History (CIK: 0001762997)

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

Q4 2025
Shares 25,295 Value ($000) $1,629 Avg Close — Range —
Q3 2025
Shares 475,078 Value ($000) $30,134 Avg Close — Range —
Q2 2025
Shares 442,415 Value ($000) $26,195 Avg Close — Range —
Q1 2025
Shares 396,884 Value ($000) $22,218 Avg Close — Range —
Q4 2024
Shares 335,511 Value ($000) $20,288 Avg Close — Range —