ISHARES TR

Ticker: SHV CUSIP: 464288679 Class: SHORT TREAS BD

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

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

Q4 2025
Shares 21,207 Value ($000) $2,336 Avg Close — Range —
Q3 2025
Shares 19,727 Value ($000) $2,180 Avg Close — Range —
Q2 2025
Shares 18,281 Value ($000) $2,019 Avg Close — Range —
Q1 2025
Shares 19,215 Value ($000) $2,123 Avg Close — Range —
Q4 2024
Shares 18,620 Value ($000) $2,050 Avg Close — Range —
Q3 2024
Shares 22,224 Value ($000) $2,459 Avg Close — Range —
Q2 2024
Shares 21,641 Value ($000) $2,391 Avg Close — Range —
Q1 2024
Shares 8,118 Value ($000) $897 Avg Close — Range —
Q4 2023
Shares 5,969 Value ($000) $657 Avg Close — Range —
Q1 2023
Shares 28,580 Value ($000) $3,158 Avg Close — Range —