J P MORGAN EXCHANGE TRADED F

Ticker: JCPB CUSIP: 46641Q670 Class: CORE PLUS BD ETF

Financial Synergies Wealth Advisors, Inc.'s Holding History (CIK: 0002017868)

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

Q4 2023
Shares 769 Value ($000) $35 Avg Close — Range —
Q3 2023
Shares 794 Value ($000) $35 Avg Close — Range —
Q2 2023
Shares 785 Value ($000) $37 Avg Close — Range —
Q1 2023
Shares 777 Value ($000) $37 Avg Close — Range —
Q4 2022
Shares 769 Value ($000) $35 Avg Close — Range —
Q3 2022
Shares 703 Value ($000) $32 Avg Close — Range —
Q2 2022
Shares 1,121 Value ($000) $54 Avg Close — Range —