ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

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

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

Q4 2025
Shares 22,347 Value ($000) $3,323 Avg Close — Range —
Q3 2025
Shares 14,958 Value ($000) $2,179 Avg Close — Range —
Q2 2025
Shares 17,540 Value ($000) $2,369 Avg Close — Range —
Q1 2025
Shares 15,240 Value ($000) $1,859 Avg Close — Range —
Q4 2024
Shares 15,882 Value ($000) $2,043 Avg Close — Range —
Q3 2024
Shares 16,588 Value ($000) $2,084 Avg Close — Range —
Q2 2024
Shares 11,857 Value ($000) $1,408 Avg Close — Range —
Q1 2024
Shares 23,797 Value ($000) $2,744 Avg Close — Range —
Q4 2023
Shares 4,000 Value ($000) $421 Avg Close — Range —