ISHARES TR

Ticker: TLT CUSIP: 464287432 Class: 20 YR TR BD ETF

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

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

Q4 2025
Shares 67,841 Value ($000) $5,913 Avg Close — Range —
Q3 2025
Shares 92,293 Value ($000) $8,248 Avg Close — Range —
Q2 2025
Shares 104,742 Value ($000) $9,243 Avg Close — Range —
Q1 2025
Shares 97,726 Value ($000) $8,896 Avg Close — Range —
Q4 2024
Shares 82,506 Value ($000) $7,205 Avg Close — Range —
Q3 2024
Shares 55,127 Value ($000) $5,408 Avg Close — Range —
Q2 2024
Shares 10,901 Value ($000) $1,000 Avg Close — Range —
Q4 2023
Shares 6,485 Value ($000) $641 Avg Close — Range —