J P MORGAN EXCHANGE TRADED F

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

SageView Advisory Group, LLC's Holding History (CIK: 0001914558)

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

Q4 2025
Shares 10,975 Value ($000) $729 Avg Close — Range —
Q3 2025
Shares 10,720 Value ($000) $697 Avg Close — Range —
Q2 2025
Shares 7,760 Value ($000) $492 Avg Close — Range —