J P MORGAN EXCHANGE TRADED F

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

Capital Planning Advisors, LLC's Holding History (CIK: 0001631941)

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

Q4 2025
Shares 187,466 Value ($000) $12,453 Avg Close — Range —
Q3 2025
Shares 189,681 Value ($000) $12,329 Avg Close — Range —
Q2 2025
Shares 190,694 Value ($000) $11,934 Avg Close — Range —
Q1 2025
Shares 182,694 Value ($000) $10,903 Avg Close — Range —
Q4 2024
Shares 168,919 Value ($000) $10,480 Avg Close — Range —
Q3 2024
Shares 119,093 Value ($000) $7,281 Avg Close — Range —
Q2 2024
Shares 77,411 Value ($000) $4,533 Avg Close — Range —
Q1 2024
Shares 36,262 Value ($000) $2,030 Avg Close — Range —
Q4 2023
Shares 26,076 Value ($000) $1,379 Avg Close — Range —