J P MORGAN EXCHANGE TRADED F

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

Vista Private Wealth Partners. LLC's Holding History (CIK: 0001657980)

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

Q4 2025
Shares 36,773 Value ($000) $2,301 Avg Close — Range —
Q3 2025
Shares 36,773 Value ($000) $2,301 Avg Close — Range —
Q2 2025
Shares 36,638 Value ($000) $2,293 Avg Close — Range —
Q1 2025
Shares 34,372 Value ($000) $2,051 Avg Close — Range —
Q4 2024
Shares 32,555 Value ($000) $2,020 Avg Close — Range —
Q3 2024
Shares 28,406 Value ($000) $1,737 Avg Close — Range —
Q2 2024
Shares 27,237 Value ($000) $1,595 Avg Close — Range —