J P MORGAN EXCHANGE TRADED F

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

Coordinated Financial Services, Inc.'s Holding History (CIK: 0002055532)

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

Q4 2025
Shares 47,430 Value ($000) $3,151 Avg Close — Range —
Q3 2025
Shares 41,258 Value ($000) $2,682 Avg Close — Range —
Q2 2025
Shares 41,238 Value ($000) $2,581 Avg Close — Range —
Q4 2024
Shares 15,451 Value ($000) $959 Avg Close — Range —