ISHARES TR

Ticker: IYW CUSIP: 464287721 Class: U.S. TECH ETF

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

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

Q4 2025
Shares 133,646 Value ($000) $26,686 Avg Close — Range —
Q3 2025
Shares 135,021 Value ($000) $26,445 Avg Close — Range —
Q2 2025
Shares 121,976 Value ($000) $21,135 Avg Close — Range —
Q1 2025
Shares 114,734 Value ($000) $16,113 Avg Close — Range —
Q4 2024
Shares 102,841 Value ($000) $16,405 Avg Close — Range —
Q3 2024
Shares 92,854 Value ($000) $14,078 Avg Close — Range —
Q2 2024
Shares 78,814 Value ($000) $11,862 Avg Close — Range —
Q1 2024
Shares 56,293 Value ($000) $7,603 Avg Close — Range —
Q4 2023
Shares 25,729 Value ($000) $3,158 Avg Close — Range —
Q3 2023
Shares 22,337 Value ($000) $2,344 Avg Close — Range —
Q2 2023
Shares 12,892 Value ($000) $1,404 Avg Close — Range —
Q1 2023
Shares 15,341 Value ($000) $1,424 Avg Close — Range —