J P MORGAN EXCHANGE TRADED F

Ticker: JAVA CUSIP: 46641Q167 Class: ETF

SUMMIT WEALTH & RETIREMENT PLANNING, INC.'s Holding History (CIK: 0001766995)

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

Q4 2025
Shares 3,178 Value ($000) $228 Avg Close — Range —
Q3 2025
Shares 3,178 Value ($000) $219 Avg Close — Range —
Q2 2025
Shares 3,178 Value ($000) $208 Avg Close — Range —
Q1 2025
Shares 3,178 Value ($000) $202 Avg Close — Range —