ISHARES TR

Ticker: IJH CUSIP: 464287507 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 23,023 Value ($000) $1,519 Avg Close — Range —
Q3 2025
Shares 22,743 Value ($000) $1,484 Avg Close — Range —
Q2 2025
Shares 22,693 Value ($000) $1,407 Avg Close — Range —
Q1 2025
Shares 22,467 Value ($000) $1,311 Avg Close — Range —
Q4 2024
Shares 24,305 Value ($000) $1,514 Avg Close — Range —
Q3 2024
Shares 18,029 Value ($000) $1,124 Avg Close — Range —
Q2 2024
Shares 14,794 Value ($000) $866 Avg Close — Range —
Q1 2024
Shares 13,253 Value ($000) $805 Avg Close — Range —
Q4 2023
Shares 2,681 Value ($000) $743 Avg Close — Range —
Q3 2023
Shares 2,794 Value ($000) $697 Avg Close — Range —