J P MORGAN EXCHANGE TRADED F

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

Root Financial Partners, LLC's Holding History (CIK: 0001977181)

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

Q4 2025
Shares 1,659 Value ($000) $95 Avg Close — Range —
Q3 2025
Shares 1,795 Value ($000) $102 Avg Close — Range —