J P MORGAN EXCHANGE TRADED F

Ticker: JVAL CUSIP: 46641Q753 Class: US VALUE FACTR

Planned Solutions, Inc.'s Holding History (CIK: 0001831332)

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

Q4 2025
Shares 145,416 Value ($000) $7,137 Avg Close — Range —
Q3 2025
Shares 147,163 Value ($000) $6,990 Avg Close — Range —
Q2 2025
Shares 152,636 Value ($000) $6,751 Avg Close — Range —
Q1 2025
Shares 247,267 Value ($000) $10,242 Avg Close — Range —
Q4 2024
Shares 240,583 Value ($000) $10,393 Avg Close — Range —
Q3 2024
Shares 249,306 Value ($000) $10,862 Avg Close — Range —
Q2 2024
Shares 245,481 Value ($000) $10,033 Avg Close — Range —
Q1 2024
Shares 245,882 Value ($000) $10,234 Avg Close — Range —
Q4 2023
Shares 244,303 Value ($000) $9,425 Avg Close — Range —
Q3 2023
Shares 248,705 Value ($000) $8,615 Avg Close — Range —
Q2 2023
Shares 237,767 Value ($000) $8,484 Avg Close — Range —
Q1 2023
Shares 230,248 Value ($000) $7,842 Avg Close — Range —
Q4 2022
Shares 173,869 Value ($000) $5,762 Avg Close — Range —
Q3 2022
Shares 162,528 Value ($000) $4,840 Avg Close — Range —