J P MORGAN EXCHANGE TRADED F

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

Milestone Investment Advisors LLC's Holding History (CIK: 0001967018)

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

Q4 2025
Shares 8,040 Value ($000) $534 Avg Close — Range —
Q3 2025
Shares 3,881 Value ($000) $252 Avg Close — Range —
Q2 2025
Shares 95,587 Value ($000) $5,982 Avg Close — Range —
Q1 2025
Shares 98,359 Value ($000) $5,870 Avg Close — Range —
Q4 2024
Shares 94,236 Value ($000) $5,846 Avg Close — Range —
Q3 2024
Shares 74,807 Value ($000) $4,574 Avg Close — Range —
Q2 2024
Shares 65,705 Value ($000) $3,848 Avg Close — Range —
Q1 2024
Shares 3,942 Value ($000) $221 Avg Close — Range —