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Wealth Dimensions Group, Ltd.
> JEPI
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | J P MORGAN EXCHANGE TRADED F | JEPI | 24,009 | 213 | 1,328,439,000 | 29,193,000 | $55,330.88 |
| 03/31/2023 | J P MORGAN EXCHANGE TRADED F | JEPI | 23,796 | 1,979 | 1,299,246,000 | 1,298,036,000 | $54,599.34 |
| 06/30/2022 | J P MORGAN EXCHANGE TRADED F | JEPI | 21,817 | 4,092 | 1,210,000 | 122,000 | $55.46 |
| 03/31/2022 | J P MORGAN EXCHANGE TRADED F | JEPI | 17,725 | 7,692 | 1,088,000 | 490,000 | $61.38 |
| 09/30/2021 | J P MORGAN EXCHANGE TRADED F | JEPI | 10,033 | 10,033 | 598,000 | 598,000 | $59.60 |
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