J P MORGAN EXCHANGE TRADED F

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

Capasso Planning Partners LLC's Holding History (CIK: 0001911938)

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

Q4 2025
Shares 8,466 Value ($000) $485 Avg Close — Range —
Q3 2025
Shares 8,445 Value ($000) $482 Avg Close — Range —
Q2 2025
Shares 7,982 Value ($000) $454 Avg Close — Range —
Q1 2025
Shares 9,156 Value ($000) $523 Avg Close — Range —
Q4 2024
Shares 8,594 Value ($000) $494 Avg Close — Range —
Q3 2024
Shares 8,662 Value ($000) $515 Avg Close — Range —
Q2 2024
Shares 6,707 Value ($000) $380 Avg Close — Range —