J P MORGAN EXCHANGE TRADED F

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

MILESTONE ASSET MANAGEMENT, LLC's Holding History (CIK: 0001964722)

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

Q4 2025
Shares 33,574 Value ($000) $2,230 Avg Close — Range —
Q3 2025
Shares 26,658 Value ($000) $1,733 Avg Close — Range —
Q2 2025
Shares 19,200 Value ($000) $1,202 Avg Close — Range —
Q1 2025
Shares 46,231 Value ($000) $2,759 Avg Close — Range —