J P MORGAN EXCHANGE TRADED F

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

MCDONALD PARTNERS LLC's Holding History (CIK: 0001331074)

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

Q4 2025
Shares 16,499 Value ($000) $1,096 Avg Close — Range —
Q3 2025
Shares 9,307 Value ($000) $605 Avg Close — Range —
Q2 2025
Shares 7,000 Value ($000) $438 Avg Close — Range —