J P MORGAN EXCHANGE TRADED F

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

Summit Financial, LLC's Holding History (CIK: 0001765536)

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

Q4 2025
Shares 111,143 Value ($000) $7,383 Avg Close — Range —
Q3 2025
Shares 111,852 Value ($000) $7,270 Avg Close — Range —