J P MORGAN EXCHANGE TRADED F

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

TOBIAS FINANCIAL ADVISORS, INC.'s Holding History (CIK: 0001802080)

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

Q4 2025
Shares 289,257 Value ($000) $16,557 Avg Close — Range —
Q3 2025
Shares 265,724 Value ($000) $15,173 Avg Close — Range —
Q2 2025
Shares 260,970 Value ($000) $14,836 Avg Close — Range —