AMERICAN CENTY ETF TR

Ticker: TAXF CUSIP: 025072505 Class: DIVERSIFIED MU

Compound Planning, Inc.'s Holding History (CIK: 0001978879)

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

Q4 2025
Shares 4,133 Value ($000) $208 Avg Close Range
Q3 2025
Shares 5,015 Value ($000) $252 Avg Close Range
Q2 2025
Shares 5,704 Value ($000) $279 Avg Close Range