J P MORGAN EXCHANGE TRADED F

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

Cyndeo Wealth Partners, LLC's Holding History (CIK: 0001950947)

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

Q4 2025
Shares 23,902 Value ($000) $1,588 Avg Close — Range —
Q3 2025
Shares 43,273 Value ($000) $2,813 Avg Close — Range —
Q2 2025
Shares 42,531 Value ($000) $2,662 Avg Close — Range —
Q1 2025
Shares 41,199 Value ($000) $2,459 Avg Close — Range —
Q4 2024
Shares 70,069 Value ($000) $4,347 Avg Close — Range —
Q3 2024
Shares 66,870 Value ($000) $4,088 Avg Close — Range —