J P MORGAN EXCHANGE TRADED F

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

Investment Planning Advisors, Inc.'s Holding History (CIK: 0002024049)

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

Q4 2025
Shares 4,100 Value ($000) $272 Avg Close — Range —
Q3 2025
Shares 4,096 Value ($000) $266 Avg Close — Range —
Q2 2025
Shares 203,442 Value ($000) $12,731 Avg Close — Range —