ISHARES TR

Ticker: USIG CUSIP: 464288620 Class: USD INV GRDE ETF

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

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

Q4 2025
Shares 81,723 Value ($000) $4,231 Avg Close — Range —
Q3 2025
Shares 76,801 Value ($000) $4,011 Avg Close — Range —
Q2 2025
Shares 19,887 Value ($000) $1,023 Avg Close — Range —
Q1 2025
Shares 4,750 Value ($000) $243 Avg Close — Range —
Q4 2024
Shares 11,434 Value ($000) $575 Avg Close — Range —
Q3 2024
Shares 7,862 Value ($000) $413 Avg Close — Range —
Q2 2024
Shares 19,523 Value ($000) $980 Avg Close — Range —
Q1 2024
Shares 83,010 Value ($000) $4,214 Avg Close — Range —