ISHARES TR

Ticker: MBB CUSIP: 464288588 Class: Fixed Income ETF

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

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

Q4 2025
Shares 20,428 Value ($000) $1,945 Avg Close — Range —
Q3 2025
Shares 125,204 Value ($000) $11,913 Avg Close — Range —
Q2 2025
Shares 111,225 Value ($000) $10,443 Avg Close — Range —
Q1 2025
Shares 98,495 Value ($000) $9,237 Avg Close — Range —
Q4 2024
Shares 91,403 Value ($000) $8,380 Avg Close — Range —
Q3 2024
Shares 51,500 Value ($000) $4,934 Avg Close — Range —
Q2 2024
Shares 51,674 Value ($000) $4,744 Avg Close — Range —
Q1 2024
Shares 39,010 Value ($000) $3,605 Avg Close — Range —
Q4 2023
Shares 24,344 Value ($000) $2,290 Avg Close — Range —
Q3 2023
Shares 21,562 Value ($000) $1,915 Avg Close — Range —
Q2 2023
Shares 11,170 Value ($000) $1,042 Avg Close — Range —