ISHARES TR

Ticker: IWP CUSIP: 464287481 Class: RUS MD CP GR ETF

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

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

Q4 2025
Shares 3,457 Value ($000) $473 Avg Close — Range —
Q3 2025
Shares 1,447 Value ($000) $206 Avg Close — Range —