J P MORGAN EXCHANGE TRADED F

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

STEPHENS INC /AR/'s Holding History (CIK: 0000757657)

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

Q4 2025
Shares 18,633 Value ($000) $1,238 Avg Close — Range —
Q3 2025
Shares 18,895 Value ($000) $1,228 Avg Close — Range —
Q2 2025
Shares 27,795 Value ($000) $1,739 Avg Close — Range —
Q1 2025
Shares 8,795 Value ($000) $525 Avg Close — Range —
Q4 2024
Shares 8,657 Value ($000) $537 Avg Close — Range —
Q3 2024
Shares 8,657 Value ($000) $529 Avg Close — Range —