J P MORGAN EXCHANGE TRADED F

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

WealthPLAN Partners, LLC's Holding History (CIK: 0001639943)

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

Q4 2025
Shares 112,997 Value ($000) $7,506 Avg Close — Range —
Q3 2025
Shares 115,880 Value ($000) $7,532 Avg Close — Range —
Q2 2025
Shares 113,065 Value ($000) $7,076 Avg Close — Range —
Q1 2025
Shares 170,528 Value ($000) $10,177 Avg Close — Range —
Q4 2024
Shares 160,629 Value ($000) $9,965 Avg Close — Range —
Q3 2024
Shares 167,760 Value ($000) $10,257 Avg Close — Range —