ISHARES TR

Ticker: IGM CUSIP: 464287549 Class: EXPND TEC SC ETF

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

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

Q4 2025
Shares 5,005 Value ($000) $646 Avg Close — Range —
Q3 2025
Shares 5,005 Value ($000) $630 Avg Close — Range —
Q2 2025
Shares 4,438 Value ($000) $499 Avg Close — Range —
Q1 2025
Shares 3,745 Value ($000) $340 Avg Close — Range —
Q4 2024
Shares 3,524 Value ($000) $360 Avg Close — Range —
Q3 2024
Shares 3,070 Value ($000) $295 Avg Close — Range —
Q2 2024
Shares 9,278 Value ($000) $875 Avg Close — Range —