ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

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

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

Q4 2025
Shares 43,256 Value ($000) $10,648 Avg Close — Range —
Q3 2025
Shares 36,954 Value ($000) $8,941 Avg Close — Range —
Q2 2025
Shares 37,004 Value ($000) $7,985 Avg Close — Range —
Q1 2025
Shares 43,008 Value ($000) $8,580 Avg Close — Range —
Q4 2024
Shares 47,044 Value ($000) $10,395 Avg Close — Range —
Q3 2024
Shares 46,514 Value ($000) $10,274 Avg Close — Range —
Q2 2024
Shares 43,528 Value ($000) $8,831 Avg Close — Range —
Q1 2024
Shares 32,159 Value ($000) $6,763 Avg Close — Range —
Q4 2023
Shares 3,944 Value ($000) $792 Avg Close — Range —