ISHARES TR

Ticker: MUB CUSIP: 464288414 Class: NATIONAL MUN ETF

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

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

Q4 2025
Shares 60,117 Value ($000) $6,439 Avg Close — Range —
Q3 2025
Shares 51,752 Value ($000) $5,511 Avg Close — Range —
Q2 2025
Shares 37,262 Value ($000) $3,893 Avg Close — Range —
Q1 2025
Shares 26,388 Value ($000) $2,782 Avg Close — Range —
Q4 2024
Shares 56,203 Value ($000) $5,988 Avg Close — Range —
Q3 2024
Shares 6,717 Value ($000) $730 Avg Close — Range —
Q2 2024
Shares 4,995 Value ($000) $532 Avg Close — Range —
Q1 2024
Shares 5,527 Value ($000) $595 Avg Close — Range —
Q4 2023
Shares 5,487 Value ($000) $595 Avg Close — Range —