ISHARES TR

Ticker: IJT CUSIP: 464287887 Class: S&P SML 600 GWT

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

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

Q4 2025
Shares 54,289 Value ($000) $7,663 Avg Close — Range —
Q3 2025
Shares 53,480 Value ($000) $7,567 Avg Close — Range —
Q2 2025
Shares 47,683 Value ($000) $6,344 Avg Close — Range —
Q1 2025
Shares 44,578 Value ($000) $5,550 Avg Close — Range —
Q4 2024
Shares 38,380 Value ($000) $5,195 Avg Close — Range —
Q3 2024
Shares 30,573 Value ($000) $4,265 Avg Close — Range —
Q2 2024
Shares 52,924 Value ($000) $6,797 Avg Close — Range —
Q1 2024
Shares 32,561 Value ($000) $4,257 Avg Close — Range —
Q4 2023
Shares 6,092 Value ($000) $762 Avg Close — Range —
Q3 2023
Shares 3,350 Value ($000) $367 Avg Close — Range —