J P MORGAN EXCHANGE TRADED F

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

Axis Wealth Partners, LLC's Holding History (CIK: 0002052531)

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

Q4 2025
Shares 9,114 Value ($000) $605 Avg Close — Range —
Q3 2025
Shares 8,458 Value ($000) $550 Avg Close — Range —
Q2 2025
Shares 7,481 Value ($000) $468 Avg Close — Range —
Q1 2025
Shares 6,244 Value ($000) $373 Avg Close — Range —
Q4 2024
Shares 5,605 Value ($000) $348 Avg Close — Range —