ISHARES TR

Ticker: IVW CUSIP: 464287309 Class: S&P 500 GRWT ETF

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

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

Q4 2025
Shares 4,783 Value ($000) $590 Avg Close — Range —
Q3 2025
Shares 10,376 Value ($000) $1,253 Avg Close — Range —
Q2 2025
Shares 13,605 Value ($000) $1,498 Avg Close — Range —
Q1 2025
Shares 13,612 Value ($000) $1,264 Avg Close — Range —
Q4 2024
Shares 11,851 Value ($000) $1,203 Avg Close — Range —
Q3 2024
Shares 6,793 Value ($000) $650 Avg Close — Range —
Q2 2024
Shares 6,893 Value ($000) $638 Avg Close — Range —
Q1 2024
Shares 7,749 Value ($000) $654 Avg Close — Range —