J P MORGAN EXCHANGE TRADED F

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

Essex Savings Bank's Holding History (CIK: 0001752212)

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

Q4 2025
Shares 9,287 Value ($000) $617 Avg Close — Range —
Q3 2025
Shares 8,797 Value ($000) $572 Avg Close — Range —
Q2 2025
Shares 8,797 Value ($000) $551 Avg Close — Range —
Q1 2025
Shares 8,797 Value ($000) $525 Avg Close — Range —
Q4 2024
Shares 8,550 Value ($000) $530 Avg Close — Range —
Q3 2024
Shares 4,220 Value ($000) $258 Avg Close — Range —