STRATEGY SHS

Ticker: ESUM CUSIP: 86280R787 Class: ETF

JONES FINANCIAL COMPANIES LLLP's Holding History (CIK: 0000815917)

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

Q4 2025
Shares 32,940 Value ($000) $887 Avg Close — Range —
Q3 2025
Shares 6,716 Value ($000) $182 Avg Close — Range —