ISHARES TR

Ticker: NYF CUSIP: 464288323 Class: ETF

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

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

Q4 2025
Shares 35,583 Value ($000) $1,904 Avg Close — Range —
Q3 2025
Shares 32,538 Value ($000) $1,736 Avg Close — Range —
Q2 2025
Shares 17,069 Value ($000) $890 Avg Close — Range —
Q1 2025
Shares 13,434 Value ($000) $707 Avg Close — Range —
Q4 2024
Shares 15,908 Value ($000) $847 Avg Close — Range —
Q3 2024
Shares 11,776 Value ($000) $640 Avg Close — Range —
Q2 2024
Shares 12,581 Value ($000) $672 Avg Close — Range —
Q1 2024
Shares 8,434 Value ($000) $454 Avg Close — Range —