J P MORGAN EXCHANGE TRADED F

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

Lionsbridge Wealth Management LLC's Holding History (CIK: 0001800533)

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

Q4 2025
Shares 22,827 Value ($000) $1,516 Avg Close — Range —
Q3 2025
Shares 27,283 Value ($000) $1,773 Avg Close — Range —
Q2 2025
Shares 11,058 Value ($000) $692 Avg Close — Range —
Q1 2025
Shares 72,083 Value ($000) $4,302 Avg Close — Range —
Q4 2024
Shares 76,632 Value ($000) $4,754 Avg Close — Range —
Q3 2024
Shares 63,751 Value ($000) $3,898 Avg Close — Range —
Q2 2024
Shares 45,890 Value ($000) $2,687 Avg Close — Range —
Q1 2024
Shares 18,391 Value ($000) $1,029 Avg Close — Range —