J P MORGAN EXCHANGE TRADED F

Ticker: JTEK CUSIP: 46654Q732 Class: U S TECH LEADERS

Vertex Planning Partners, LLC's Holding History (CIK: 0001942341)

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

Q4 2025
Shares 151,118 Value ($000) $13,612 Avg Close — Range —
Q3 2025
Shares 148,577 Value ($000) $13,665 Avg Close — Range —
Q2 2025
Shares 143,240 Value ($000) $12,098 Avg Close — Range —
Q1 2025
Shares 139,196 Value ($000) $9,353 Avg Close — Range —
Q4 2024
Shares 132,633 Value ($000) $10,036 Avg Close — Range —
Q3 2024
Shares 109,028 Value ($000) $7,487 Avg Close — Range —
Q2 2024
Shares 107,344 Value ($000) $7,434 Avg Close — Range —