ISHARES TR

Ticker: IWR CUSIP: 464287499 Class: RUS MID CAP ETF

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

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

Q4 2025
Shares 12,426 Value ($000) $1,196 Avg Close — Range —
Q3 2025
Shares 13,234 Value ($000) $1,278 Avg Close — Range —
Q2 2025
Shares 14,521 Value ($000) $1,336 Avg Close — Range —
Q1 2025
Shares 15,028 Value ($000) $1,278 Avg Close — Range —
Q4 2024
Shares 10,035 Value ($000) $887 Avg Close — Range —