J P MORGAN EXCHANGE TRADED F

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

Harbor Asset Planning, Inc.'s Holding History (CIK: 0002077050)

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

Q4 2025
Shares 1,553 Value ($000) $103 Avg Close — Range —
Q3 2025
Shares 1,475 Value ($000) $96 Avg Close — Range —
Q2 2025
Shares 1,472 Value ($000) $92 Avg Close — Range —