J P MORGAN EXCHANGE TRADED F

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

WEALTHSPAN PARTNERS, LLC's Holding History (CIK: 0001909805)

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

Q4 2025
Shares 76,989 Value ($000) $4,407 Avg Close Range
Q3 2025
Shares 71,171 Value ($000) $4,064 Avg Close Range
Q2 2025
Shares 65,902 Value ($000) $3,747 Avg Close Range
Q1 2025
Shares 57,382 Value ($000) $3,279 Avg Close Range
Q4 2024
Shares 45,041 Value ($000) $2,591 Avg Close Range
Q3 2024
Shares 34,433 Value ($000) $2,049 Avg Close Range
Q2 2024
Shares 26,881 Value ($000) $1,524 Avg Close Range
Q1 2024
Shares 18,131 Value ($000) $1,049 Avg Close Range
Q4 2023
Shares 13,009 Value ($000) $715 Avg Close Range
Q3 2023
Shares 12,110 Value ($000) $649 Avg Close Range
Q2 2023
Shares 11,263 Value ($000) $623 Avg Close Range
Q1 2023
Shares 9,417 Value ($000) $514 Avg Close Range