J P MORGAN EXCHANGE TRADED F

Ticker: JBND CUSIP: 46654Q716 Class: ACTIVE BOND ETF

Summit Financial, LLC's Holding History (CIK: 0001765536)

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

Q4 2025
Shares 1,359,312 Value ($000) $73,750 Avg Close — Range —
Q3 2025
Shares 1,301,813 Value ($000) $70,506 Avg Close — Range —