ISHARES TR

Ticker: IEF CUSIP: 464287440 Class: Fixed Income ETF

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

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

Q4 2025
Shares 63,235 Value ($000) $6,081 Avg Close — Range —
Q3 2025
Shares 61,535 Value ($000) $5,936 Avg Close — Range —
Q2 2025
Shares 57,864 Value ($000) $5,542 Avg Close — Range —
Q1 2025
Shares 53,085 Value ($000) $5,063 Avg Close — Range —
Q4 2024
Shares 55,128 Value ($000) $5,097 Avg Close — Range —
Q3 2024
Shares 54,981 Value ($000) $5,395 Avg Close — Range —
Q2 2024
Shares 49,768 Value ($000) $4,661 Avg Close — Range —
Q1 2024
Shares 6,269 Value ($000) $593 Avg Close — Range —