ISHARES TR

Ticker: SHY CUSIP: 464287457 Class: ETF

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

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

Q4 2025
Shares 44,998 Value ($000) $3,727 Avg Close — Range —
Q3 2025
Shares 44,419 Value ($000) $3,685 Avg Close — Range —
Q2 2025
Shares 40,919 Value ($000) $3,391 Avg Close — Range —
Q1 2025
Shares 35,926 Value ($000) $2,972 Avg Close — Range —
Q4 2024
Shares 26,680 Value ($000) $2,187 Avg Close — Range —
Q3 2024
Shares 28,616 Value ($000) $2,379 Avg Close — Range —
Q2 2024
Shares 29,812 Value ($000) $2,434 Avg Close — Range —
Q1 2024
Shares 22,625 Value ($000) $1,850 Avg Close — Range —
Q4 2023
Shares 21,600 Value ($000) $1,772 Avg Close — Range —
Q3 2023
Shares 21,177 Value ($000) $1,715 Avg Close — Range —
Q2 2023
Shares 24,956 Value ($000) $2,023 Avg Close — Range —
Q1 2023
Shares 18,406 Value ($000) $1,512 Avg Close — Range —