J P MORGAN EXCHANGE TRADED F

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

Triad Wealth Partners, LLC's Holding History (CIK: 0002012717)

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

Q4 2025
Shares 26,208 Value ($000) $1,500 Avg Close — Range —
Q3 2025
Shares 31,874 Value ($000) $1,820 Avg Close — Range —
Q2 2025
Shares 12,549 Value ($000) $713 Avg Close — Range —
Q1 2025
Shares 7,117 Value ($000) $407 Avg Close — Range —
Q4 2024
Shares 8,876 Value ($000) $511 Avg Close — Range —
Q2 2024
Shares 7,587 Value ($000) $430 Avg Close — Range —
Q1 2024
Shares 5,020 Value ($000) $290 Avg Close — Range —