ISHARES TR

Ticker: IWN CUSIP: 464287630 Class: RUS 2000 VAL ETF

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

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

Q4 2025
Shares 2,602 Value ($000) $471 Avg Close — Range —
Q3 2025
Shares 3,985 Value ($000) $705 Avg Close — Range —
Q2 2025
Shares 3,984 Value ($000) $628 Avg Close — Range —
Q1 2025
Shares 3,364 Value ($000) $508 Avg Close — Range —
Q4 2024
Shares 1,262 Value ($000) $207 Avg Close — Range —