J P MORGAN EXCHANGE TRADED F

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

Comprehensive Financial Planning, Inc./PA's Holding History (CIK: 0002044855)

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

Q4 2025
Shares 4,810 Value ($000) $320 Avg Close — Range —
Q3 2025
Shares 7,096 Value ($000) $461 Avg Close — Range —
Q2 2025
Shares 7,303 Value ($000) $457 Avg Close — Range —
Q1 2025
Shares 8,908 Value ($000) $532 Avg Close — Range —
Q4 2024
Shares 4,338 Value ($000) $269 Avg Close — Range —