J P MORGAN EXCHANGE TRADED F

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

Smallwood Wealth Investment Management, LLC's Holding History (CIK: 0001921304)

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

Q4 2025
Shares 82,784 Value ($000) $5,499 Avg Close — Range —
Q3 2025
Shares 74,265 Value ($000) $4,827 Avg Close — Range —
Q2 2025
Shares 52,960 Value ($000) $3,314 Avg Close — Range —
Q1 2025
Shares 35,751 Value ($000) $2,134 Avg Close — Range —
Q4 2024
Shares 21,889 Value ($000) $1,358 Avg Close — Range —
Q3 2024
Shares 9,522 Value ($000) $582 Avg Close — Range —