Mosaic Financial Group’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$576K	Buy	12,235 +110	+0.9%	+$5.18K	0.44%	53
2025 Q1	$570K	Buy	12,125 +107	+0.9%	+$5.03K	0.46%	49
2024 Q4	$554K	Buy	12,018 +108	+0.9%	+$4.98K	0.4%	53
2024 Q3	$575K	Buy	+11,910	New	+$575K	0.41%	57