J P MORGAN EXCHANGE TRADED F

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

Paul Damon & Associates, Inc.'s Holding History (CIK: 0001964344)

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

Q4 2025
Shares 37,126 Value ($000) $2,466 Avg Close — Range —
Q3 2025
Shares 16,134 Value ($000) $1,049 Avg Close — Range —
Q2 2025
Shares 14,324 Value ($000) $896 Avg Close — Range —