J P MORGAN EXCHANGE TRADED F

Ticker: JGRO CUSIP: 46654Q609 Class: ACTIVE GROWTH

Modern Wealth Management, LLC's Holding History (CIK: 0002001900)

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

Q4 2025
Shares 60,591 Value ($000) $5,623 Avg Close — Range —
Q3 2025
Shares 60,880 Value ($000) $5,708 Avg Close — Range —
Q2 2025
Shares 63,207 Value ($000) $5,440 Avg Close — Range —
Q1 2025
Shares 62,424 Value ($000) $4,606 Avg Close — Range —
Q4 2024
Shares 63,152 Value ($000) $5,117 Avg Close — Range —