ISHARES TR

Ticker: IJS CUSIP: 464287879 Class: SP SMCP600VL ETF

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

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

Q4 2025
Shares 11,524 Value ($000) $1,310 Avg Close — Range —
Q3 2025
Shares 12,256 Value ($000) $1,355 Avg Close — Range —
Q2 2025
Shares 70,990 Value ($000) $7,063 Avg Close — Range —
Q1 2025
Shares 64,329 Value ($000) $6,271 Avg Close — Range —
Q4 2024
Shares 60,388 Value ($000) $6,559 Avg Close — Range —
Q3 2024
Shares 50,724 Value ($000) $5,461 Avg Close — Range —
Q2 2024
Shares 94,080 Value ($000) $9,151 Avg Close — Range —
Q1 2024
Shares 55,553 Value ($000) $5,709 Avg Close — Range —
Q4 2023
Shares 20,531 Value ($000) $2,116 Avg Close — Range —
Q3 2023
Shares 29,653 Value ($000) $2,646 Avg Close — Range —
Q2 2023
Shares 11,390 Value ($000) $1,083 Avg Close — Range —
Q1 2023
Shares 5,048 Value ($000) $472 Avg Close — Range —