J P MORGAN EXCHANGE TRADED F

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

Triad Wealth Partners, LLC's Holding History (CIK: 0002012717)

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

Q4 2025
Shares 182,218 Value ($000) $12,105 Avg Close — Range —
Q2 2024
Shares 183 Value ($000) $11 Avg Close — Range —