Cornerstone Planning Group’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-12	Closed	-$701	–	1599
2025 Q1	$701	Buy	+12	New	+$701	﹤0.01%	1212