ISHARES TR

Ticker: IJJ CUSIP: 464287705 Class: S&P MC 400VL ETF

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

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

Q4 2025
Shares 7,619 Value ($000) $1,003 Avg Close — Range —
Q3 2025
Shares 7,388 Value ($000) $958 Avg Close — Range —
Q2 2025
Shares 7,408 Value ($000) $915 Avg Close — Range —
Q1 2025
Shares 7,431 Value ($000) $890 Avg Close — Range —
Q4 2024
Shares 4,766 Value ($000) $596 Avg Close — Range —
Q3 2024
Shares 2,806 Value ($000) $347 Avg Close — Range —
Q2 2024
Shares 2,865 Value ($000) $325 Avg Close — Range —
Q1 2024
Shares 2,886 Value ($000) $341 Avg Close — Range —