J P MORGAN EXCHANGE TRADED F

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

SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC's Holding History (CIK: 0001794153)

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

Q4 2025
Shares 5,186 Value ($000) $345 Avg Close — Range —
Q3 2025
Shares 4,907 Value ($000) $319 Avg Close — Range —
Q2 2025
Shares 5,187 Value ($000) $325 Avg Close — Range —
Q1 2025
Shares 5,387 Value ($000) $322 Avg Close — Range —