J P MORGAN EXCHANGE TRADED F

Ticker: JEPQ CUSIP: 46654Q203 Class: ETF

Triad Wealth Partners, LLC's Holding History (CIK: 0002012717)

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

Q4 2025
Shares 5,456 Value ($000) $317 Avg Close — Range —
Q3 2025
Shares 7,068 Value ($000) $407 Avg Close — Range —