ISHARES TR

Ticker: IGV CUSIP: 464287515 Class: EXPANDED TECH

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

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

Q4 2025
Shares 5,514 Value ($000) $583 Avg Close — Range —
Q3 2025
Shares 5,703 Value ($000) $656 Avg Close — Range —
Q2 2025
Shares 5,558 Value ($000) $609 Avg Close — Range —
Q1 2025
Shares 5,635 Value ($000) $501 Avg Close — Range —
Q4 2024
Shares 6,144 Value ($000) $615 Avg Close — Range —
Q3 2024
Shares 5,815 Value ($000) $520 Avg Close — Range —
Q2 2024
Shares 5,964 Value ($000) $518 Avg Close — Range —
Q1 2024
Shares 5,550 Value ($000) $473 Avg Close — Range —
Q4 2023
Shares 1,087 Value ($000) $441 Avg Close — Range —
Q3 2023
Shares 1,105 Value ($000) $377 Avg Close — Range —