J P MORGAN EXCHANGE TRADED F

Ticker: JEPI CUSIP: 46641Q332 Class: ETF-ALTERNATIVE

WealthPLAN Partners, LLC's Holding History (CIK: 0001639943)

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

Q1 2025
Shares 7,387 Value ($000) $422 Avg Close — Range —
Q4 2024
Shares 5,145 Value ($000) $296 Avg Close — Range —
Q3 2024
Shares 6,285 Value ($000) $374 Avg Close — Range —
Q2 2024
Shares 5,603 Value ($000) $318 Avg Close — Range —
Q1 2024
Shares 104,241 Value ($000) $6,031 Avg Close — Range —
Q4 2023
Shares 102,859 Value ($000) $5,655 Avg Close — Range —
Q3 2023
Shares 100,141 Value ($000) $5,364 Avg Close — Range —
Q2 2023
Shares 68,787 Value ($000) $3,806 Avg Close — Range —
Q1 2023
Shares 78,374 Value ($000) $4,279 Avg Close — Range —
Q4 2022
Shares 129,297 Value ($000) $7,105 Avg Close — Range —