ISHARES TR

Ticker: IWB CUSIP: 464287622 Class: RUS 1000 ETF

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

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

Q4 2025
Shares 12,995 Value ($000) $4,853 Avg Close — Range —
Q3 2025
Shares 13,639 Value ($000) $4,985 Avg Close — Range —
Q2 2025
Shares 13,616 Value ($000) $4,624 Avg Close — Range —
Q1 2025
Shares 14,667 Value ($000) $4,499 Avg Close — Range —
Q4 2024
Shares 13,511 Value ($000) $4,353 Avg Close — Range —
Q3 2024
Shares 12,714 Value ($000) $3,997 Avg Close — Range —
Q2 2024
Shares 12,631 Value ($000) $3,758 Avg Close — Range —
Q1 2024
Shares 7,419 Value ($000) $2,137 Avg Close — Range —
Q4 2023
Shares 868 Value ($000) $228 Avg Close — Range —