J P MORGAN EXCHANGE TRADED F

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

Clearstead Trust, LLC's Holding History (CIK: 0001708001)

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

Q4 2025
Shares 6,879 Value ($000) $457 Avg Close — Range —
Q3 2025
Shares 6,657 Value ($000) $433 Avg Close — Range —
Q2 2025
Shares 2,111 Value ($000) $132 Avg Close — Range —