J P MORGAN EXCHANGE TRADED F

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

Planned Solutions, Inc.'s Holding History (CIK: 0001831332)

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

Q4 2025
Shares 109,853 Value ($000) $7,298 Avg Close — Range —
Q3 2025
Shares 109,511 Value ($000) $7,118 Avg Close — Range —
Q2 2025
Shares 105,657 Value ($000) $6,612 Avg Close — Range —
Q1 2025
Shares 99,286 Value ($000) $5,925 Avg Close — Range —
Q4 2024
Shares 96,445 Value ($000) $5,983 Avg Close — Range —
Q3 2024
Shares 358 Value ($000) $22 Avg Close — Range —