J P MORGAN EXCHANGE TRADED F

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

Summit Wealth Partners, LLC's Holding History (CIK: 0002033312)

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

Q4 2025
Shares 9,596 Value ($000) $519 Avg Close — Range —
Q3 2025
Shares 9,596 Value ($000) $520 Avg Close — Range —
Q2 2025
Shares 9,596 Value ($000) $514 Avg Close — Range —