J P MORGAN EXCHANGE TRADED F

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

Evergreen Wealth Management, LLC's Holding History (CIK: 0001965292)

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

Q1 2025
Shares 120,421 Value ($000) $6,881 Avg Close — Range —
Q4 2024
Shares 117,081 Value ($000) $6,736 Avg Close — Range —
Q3 2024
Shares 123,272 Value ($000) $7,336 Avg Close — Range —
Q2 2024
Shares 106,142 Value ($000) $6,016 Avg Close — Range —
Q1 2024
Shares 106,142 Value ($000) $6,141 Avg Close — Range —
Q4 2023
Shares 106,142 Value ($000) $5,836 Avg Close — Range —
Q3 2023
Shares 104,101 Value ($000) $5,576 Avg Close — Range —