ISHARES TR

Ticker: LQD CUSIP: 464287242 Class: IBOXX INV CP ETF

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

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

Q4 2025
Shares 71,345 Value ($000) $7,861 Avg Close — Range —
Q3 2025
Shares 66,311 Value ($000) $7,392 Avg Close — Range —
Q2 2025
Shares 55,464 Value ($000) $6,079 Avg Close — Range —
Q1 2025
Shares 50,127 Value ($000) $5,448 Avg Close — Range —
Q4 2024
Shares 61,697 Value ($000) $6,592 Avg Close — Range —
Q3 2024
Shares 59,520 Value ($000) $6,725 Avg Close — Range —
Q2 2024
Shares 57,671 Value ($000) $6,178 Avg Close — Range —
Q1 2024
Shares 11,040 Value ($000) $1,202 Avg Close — Range —
Q4 2023
Shares 13,995 Value ($000) $1,549 Avg Close — Range —
Q3 2023
Shares 9,993 Value ($000) $1,020 Avg Close — Range —