J P MORGAN EXCHANGE TRADED F

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

WealthPlan Investment Management, LLC's Holding History (CIK: 0001929986)

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

Q4 2025
Shares 211,500 Value ($000) $14,050 Avg Close — Range —
Q3 2025
Shares 231,545 Value ($000) $15,050 Avg Close — Range —
Q2 2025
Shares 208,109 Value ($000) $13,023 Avg Close — Range —
Q1 2025
Shares 147,064 Value ($000) $8,777 Avg Close — Range —
Q4 2024
Shares 215,990 Value ($000) $13,400 Avg Close — Range —
Q3 2024
Shares 115,235 Value ($000) $7,045 Avg Close — Range —