ORG Partners’s JPMorgan Chase & Co. Depositary Shares, each representing a 1/400th interest in a share of 5.75% Non-Cumulative Preferred Stock, Series DD JPM.PRD Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.12M	Sell	45,000 -1,500	-3%	-$37.2K	0.24%	87
2025 Q1	$1.14M	Sell	46,500 -1,000	-2%	-$24.6K	0.28%	72
2024 Q4	$1.2M	Buy	47,500 +34,500	+265%	+$868K	0.16%	102
2024 Q3	$329K	Buy	+13,000	New	+$329K	0.05%	218