J P MORGAN EXCHANGE TRADED F

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

Lakeridge Wealth Management LLC's Holding History (CIK: 0002012028)

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

Q4 2025
Shares 20,891 Value ($000) $1,388 Avg Close — Range —
Q3 2025
Shares 18,452 Value ($000) $1,199 Avg Close — Range —
Q2 2025
Shares 18,258 Value ($000) $1,143 Avg Close — Range —
Q1 2025
Shares 17,468 Value ($000) $1,042 Avg Close — Range —
Q4 2024
Shares 14,381 Value ($000) $892 Avg Close — Range —
Q3 2024
Shares 9,874 Value ($000) $604 Avg Close — Range —
Q2 2024
Shares 8,662 Value ($000) $507 Avg Close — Range —