ISHARES TR

Ticker: TIP CUSIP: 464287176 Class: TIPS BD ETF

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

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

Q4 2025
Shares 2,342 Value ($000) $257 Avg Close — Range —
Q3 2025
Shares 3,182 Value ($000) $354 Avg Close — Range —
Q2 2025
Shares 9,535 Value ($000) $1,049 Avg Close — Range —
Q1 2025
Shares 9,777 Value ($000) $1,086 Avg Close — Range —
Q4 2024
Shares 10,625 Value ($000) $1,132 Avg Close — Range —
Q3 2024
Shares 12,063 Value ($000) $1,333 Avg Close — Range —
Q2 2024
Shares 11,552 Value ($000) $1,233 Avg Close — Range —
Q1 2024
Shares 11,388 Value ($000) $1,223 Avg Close — Range —
Q4 2023
Shares 15,631 Value ($000) $1,680 Avg Close — Range —
Q3 2023
Shares 12,500 Value ($000) $1,297 Avg Close — Range —
Q2 2023
Shares 13,000 Value ($000) $1,399 Avg Close — Range —
Q1 2023
Shares 14,870 Value ($000) $1,639 Avg Close — Range —