J P MORGAN EXCHANGE TRADED F

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

Key Financial Inc's Holding History (CIK: 0001801720)

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

Q4 2025
Shares 4,009 Value ($000) $266 Avg Close — Range —
Q3 2025
Shares 2,899 Value ($000) $189 Avg Close — Range —
Q2 2025
Shares 1,539 Value ($000) $96 Avg Close — Range —