J P MORGAN EXCHANGE TRADED F

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

Triad Wealth Partners, LLC's Holding History (CIK: 0002012717)

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

Q4 2025
Shares 5,587 Value ($000) $360 Avg Close — Range —
Q3 2025
Shares 7,384 Value ($000) $468 Avg Close — Range —
Q2 2025
Shares 6,289 Value ($000) $372 Avg Close — Range —
Q1 2025
Shares 9,747 Value ($000) $546 Avg Close — Range —
Q4 2024
Shares 22,188 Value ($000) $1,342 Avg Close — Range —
Q3 2024
Shares 45,214 Value ($000) $2,756 Avg Close — Range —
Q2 2024
Shares 62,270 Value ($000) $3,527 Avg Close — Range —
Q1 2024
Shares 52,502 Value ($000) $3,073 Avg Close — Range —