ISHARES TR

Ticker: IYR CUSIP: 464287739 Class: U.S. REAL ES ETF

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

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

Q4 2025
Shares 2,785 Value ($000) $261 Avg Close — Range —
Q3 2025
Shares 3,957 Value ($000) $384 Avg Close — Range —
Q2 2025
Shares 3,933 Value ($000) $373 Avg Close — Range —