J P MORGAN EXCHANGE TRADED F

Ticker: JEPQ CUSIP: 46654Q203 Class: ETF

Discipline Wealth Solutions, LLC's Holding History (CIK: 0002010507)

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

Q4 2025
Shares 11,403 Value ($000) $663 Avg Close — Range —
Q3 2025
Shares 9,752 Value ($000) $561 Avg Close — Range —