ISHARES TR

Ticker: AGG CUSIP: 464287226 Class: CORE US AGGBD ET

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

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

Q4 2025
Shares 271,627 Value ($000) $27,130 Avg Close — Range —
Q3 2025
Shares 269,103 Value ($000) $26,978 Avg Close — Range —
Q2 2025
Shares 222,163 Value ($000) $22,039 Avg Close — Range —
Q1 2025
Shares 203,427 Value ($000) $20,123 Avg Close — Range —
Q4 2024
Shares 218,013 Value ($000) $21,125 Avg Close — Range —
Q3 2024
Shares 197,459 Value ($000) $19,997 Avg Close — Range —
Q2 2024
Shares 200,886 Value ($000) $19,500 Avg Close — Range —
Q1 2024
Shares 34,090 Value ($000) $3,339 Avg Close — Range —
Q4 2023
Shares 37,435 Value ($000) $3,715 Avg Close — Range —
Q3 2023
Shares 16,563 Value ($000) $1,558 Avg Close — Range —
Q2 2023
Shares 7,775 Value ($000) $762 Avg Close — Range —