J P MORGAN EXCHANGE TRADED F

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

Base Wealth Management LLC's Holding History (CIK: 0002083977)

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

Q4 2025
Shares 77,644 Value ($000) $4,444 Avg Close — Range —
Q3 2025
Shares 69,679 Value ($000) $3,979 Avg Close — Range —
Q2 2025
Shares 64,555 Value ($000) $3,670 Avg Close — Range —
Q1 2025
Shares 48,656 Value ($000) $2,780 Avg Close — Range —