ISHARES TR

Ticker: SCZ CUSIP: 464288273 Class: ETF

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

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

Q4 2025
Shares 12,243 Value ($000) $949 Avg Close — Range —
Q3 2025
Shares 11,997 Value ($000) $920 Avg Close — Range —
Q2 2025
Shares 12,421 Value ($000) $903 Avg Close — Range —
Q1 2025
Shares 12,923 Value ($000) $821 Avg Close — Range —
Q4 2024
Shares 17,541 Value ($000) $1,066 Avg Close — Range —
Q3 2024
Shares 10,120 Value ($000) $685 Avg Close — Range —
Q2 2024
Shares 8,653 Value ($000) $533 Avg Close — Range —
Q1 2024
Shares 13,447 Value ($000) $852 Avg Close — Range —
Q4 2023
Shares 7,290 Value ($000) $451 Avg Close — Range —
Q3 2023
Shares 7,153 Value ($000) $404 Avg Close — Range —