J P MORGAN EXCHANGE TRADED F

Ticker: HELO CUSIP: 46654Q724 Class: HEDGED EQUITY LA

BOSTON FAMILY OFFICE LLC's Holding History (CIK: 0001039807)

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

Q4 2025
Shares 10,460 Value ($000) $1 Avg Close — Range —
Q3 2025
Shares 8,430 Value ($000) $1 Avg Close — Range —