J P MORGAN EXCHANGE TRADED F

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

Vertex Planning Partners, LLC's Holding History (CIK: 0001942341)

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

Q1 2025
Shares 252,234 Value ($000) $15,053 Avg Close — Range —
Q4 2024
Shares 238,146 Value ($000) $14,775 Avg Close — Range —