ISHARES TR

Ticker: IJR CUSIP: 464287804 Class: CORE S&P SCP ETF

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

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

Q4 2025
Shares 85,815 Value ($000) $10,313 Avg Close — Range —
Q3 2025
Shares 77,978 Value ($000) $9,266 Avg Close — Range —
Q2 2025
Shares 38,121 Value ($000) $4,166 Avg Close — Range —
Q1 2025
Shares 27,689 Value ($000) $2,895 Avg Close — Range —
Q4 2024
Shares 35,593 Value ($000) $4,101 Avg Close — Range —
Q3 2024
Shares 36,638 Value ($000) $4,285 Avg Close — Range —
Q2 2024
Shares 34,575 Value ($000) $3,688 Avg Close — Range —
Q1 2024
Shares 38,029 Value ($000) $4,203 Avg Close — Range —
Q4 2023
Shares 49,758 Value ($000) $5,386 Avg Close — Range —
Q3 2023
Shares 6,291 Value ($000) $593 Avg Close — Range —