J P MORGAN EXCHANGE TRADED F

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

Global Retirement Partners, LLC's Holding History (CIK: 0001749744)

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

Q4 2025
Shares 8,279 Value ($000) $550 Avg Close — Range —
Q3 2025
Shares 7,774 Value ($000) $505 Avg Close — Range —
Q2 2025
Shares 7,708 Value ($000) $482 Avg Close — Range —
Q4 2024
Shares 7,121 Value ($000) $442 Avg Close — Range —
Q3 2024
Shares 2,897 Value ($000) $177 Avg Close — Range —
Q2 2024
Shares 2,171 Value ($000) $127 Avg Close — Range —
Q1 2024
Shares 1,845 Value ($000) $103 Avg Close — Range —
Q4 2023
Shares 630 Value ($000) $33 Avg Close — Range —