ISHARES TR

Ticker: IGSB CUSIP: 464288646 Class: Fixed Income ETF

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

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

Q4 2025
Shares 184,716 Value ($000) $9,768 Avg Close — Range —
Q3 2025
Shares 178,780 Value ($000) $9,481 Avg Close — Range —
Q2 2025
Shares 156,871 Value ($000) $8,277 Avg Close — Range —
Q1 2025
Shares 156,824 Value ($000) $8,213 Avg Close — Range —
Q4 2024
Shares 140,471 Value ($000) $7,262 Avg Close — Range —
Q3 2024
Shares 118,961 Value ($000) $6,265 Avg Close — Range —
Q2 2024
Shares 116,330 Value ($000) $5,961 Avg Close — Range —
Q1 2024
Shares 38,227 Value ($000) $1,960 Avg Close — Range —
Q4 2023
Shares 34,296 Value ($000) $1,759 Avg Close — Range —