ISHARES TR

Ticker: IEI CUSIP: 464288661 Class: Fixed Income ETF

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

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

Q4 2025
Shares 35,057 Value ($000) $4,184 Avg Close — Range —
Q3 2025
Shares 34,608 Value ($000) $4,136 Avg Close — Range —
Q2 2025
Shares 31,142 Value ($000) $3,709 Avg Close — Range —
Q1 2025
Shares 19,729 Value ($000) $2,331 Avg Close — Range —
Q4 2024
Shares 14,964 Value ($000) $1,729 Avg Close — Range —
Q3 2024
Shares 7,171 Value ($000) $858 Avg Close — Range —
Q2 2024
Shares 6,223 Value ($000) $719 Avg Close — Range —