ISHARES TR

Ticker: SUB CUSIP: 464288158 Class: SHRT NAT MUN ETF

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

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

Q4 2025
Shares 29,472 Value ($000) $3,145 Avg Close — Range —
Q3 2025
Shares 29,890 Value ($000) $3,192 Avg Close — Range —
Q2 2025
Shares 21,608 Value ($000) $2,298 Avg Close — Range —
Q1 2025
Shares 15,098 Value ($000) $1,594 Avg Close — Range —
Q4 2024
Shares 13,758 Value ($000) $1,451 Avg Close — Range —
Q3 2024
Shares 7,711 Value ($000) $819 Avg Close — Range —
Q2 2024
Shares 5,796 Value ($000) $606 Avg Close — Range —
Q1 2024
Shares 2,310 Value ($000) $242 Avg Close — Range —