Essex Savings Bank’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	$551K	Hold	8,797	–	–	0.13%	146
2025 Q1	$525K	Buy	8,797 +247	+3%	+$14.7K	0.13%	147
2024 Q4	$530K	Buy	8,550 +4,330	+103%	+$269K	0.13%	141
2024 Q3	$258K	Buy	+4,220	New	+$258K	0.06%	243