J P MORGAN EXCHANGE TRADED F

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

Mount Yale Investment Advisors, LLC's Holding History (CIK: 0001744349)

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

Q4 2025
Shares 9,742 Value ($000) $647 Avg Close — Range —
Q3 2025
Shares 9,807 Value ($000) $637 Avg Close — Range —