ISHARES TR

Ticker: CMF CUSIP: 464288356 Class: ETF

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

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

Q4 2025
Shares 85,432 Value ($000) $4,909 Avg Close — Range —
Q3 2025
Shares 78,994 Value ($000) $4,506 Avg Close — Range —
Q2 2025
Shares 67,188 Value ($000) $3,745 Avg Close — Range —
Q1 2025
Shares 55,728 Value ($000) $3,136 Avg Close — Range —
Q4 2024
Shares 54,709 Value ($000) $3,134 Avg Close — Range —
Q3 2024
Shares 43,983 Value ($000) $2,556 Avg Close — Range —
Q2 2024
Shares 35,772 Value ($000) $2,035 Avg Close — Range —
Q1 2024
Shares 32,876 Value ($000) $1,892 Avg Close — Range —
Q4 2023
Shares 20,756 Value ($000) $1,203 Avg Close — Range —