J P MORGAN EXCHANGE TRADED F

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

Cornerstone Planning Group LLC's Holding History (CIK: 0001822587)

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

Q4 2025
Shares 101 Value ($000) $6 Avg Close — Range —
Q3 2025
Shares 786 Value ($000) $45 Avg Close — Range —
Q2 2025
Shares 685 Value ($000) $38 Avg Close — Range —
Q3 2023
Shares 206 Value ($000) $11 Avg Close — Range —