J P MORGAN EXCHANGE TRADED F

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

Dynasty Wealth Management, LLC's Holding History (CIK: 0001727599)

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

Q4 2025
Shares 6,692 Value ($000) $445 Avg Close — Range —
Q3 2025
Shares 6,686 Value ($000) $435 Avg Close — Range —
Q2 2025
Shares 593,021 Value ($000) $37,111 Avg Close — Range —
Q1 2025
Shares 634,984 Value ($000) $37,896 Avg Close — Range —
Q4 2024
Shares 1,025,631 Value ($000) $63,630 Avg Close — Range —