J P MORGAN EXCHANGE TRADED F

Ticker: JPIB CUSIP: 46641Q852 Class: INTL BD OPP ETF

Smallwood Wealth Investment Management, LLC's Holding History (CIK: 0001921304)

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

Q4 2025
Shares 8,131 Value ($000) $396 Avg Close — Range —
Q3 2025
Shares 7,709 Value ($000) $378 Avg Close — Range —
Q2 2025
Shares 5,671 Value ($000) $276 Avg Close — Range —
Q1 2025
Shares 4,726 Value ($000) $226 Avg Close — Range —