J P MORGAN EXCHANGE TRADED F

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

Allegheny Financial Group LTD's Holding History (CIK: 0001844148)

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

Q4 2025
Shares 77,745 Value ($000) $5,165 Avg Close — Range —
Q3 2025
Shares 39,852 Value ($000) $2,590 Avg Close — Range —
Q2 2025
Shares 11,777 Value ($000) $737 Avg Close — Range —