J P MORGAN EXCHANGE TRADED F

Ticker: JPEF CUSIP: 46654Q781 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 8,674 Value ($000) $648 Avg Close — Range —
Q3 2025
Shares 6,907 Value ($000) $512 Avg Close — Range —
Q2 2025
Shares 6,907 Value ($000) $484 Avg Close — Range —
Q1 2025
Shares 6,907 Value ($000) $440 Avg Close — Range —
Q4 2024
Shares 3,445 Value ($000) $231 Avg Close — Range —