ISHARES TR

Ticker: EFG CUSIP: 464288885 Class: EAFE GRWTH ETF

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

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

Q4 2025
Shares 19,256 Value ($000) $2,194 Avg Close — Range —
Q3 2025
Shares 26,264 Value ($000) $2,991 Avg Close — Range —
Q2 2025
Shares 22,885 Value ($000) $2,563 Avg Close — Range —
Q1 2025
Shares 27,730 Value ($000) $2,773 Avg Close — Range —
Q4 2024
Shares 9,844 Value ($000) $953 Avg Close — Range —
Q3 2024
Shares 8,295 Value ($000) $893 Avg Close — Range —
Q2 2024
Shares 11,094 Value ($000) $1,135 Avg Close — Range —
Q1 2024
Shares 11,857 Value ($000) $1,231 Avg Close — Range —
Q4 2023
Shares 32,818 Value ($000) $3,178 Avg Close — Range —
Q3 2023
Shares 25,943 Value ($000) $2,239 Avg Close — Range —
Q2 2023
Shares 14,299 Value ($000) $1,364 Avg Close — Range —