J P MORGAN EXCHANGE TRADED F

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

Lifelong Wealth Advisors, Inc.'s Holding History (CIK: 0002051717)

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

Q4 2025
Shares 142,732 Value ($000) $9,482 Avg Close — Range —
Q3 2025
Shares 150,381 Value ($000) $9,775 Avg Close — Range —
Q2 2025
Shares 135,947 Value ($000) $8,508 Avg Close — Range —