ISHARES TR

Ticker: IWX CUSIP: 464289420 Class: RUS TP200 VL ETF

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

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

Q4 2025
Shares 8,293 Value ($000) $762 Avg Close — Range —
Q1 2025
Shares 5,878 Value ($000) $483 Avg Close — Range —
Q3 2024
Shares 7,863 Value ($000) $639 Avg Close — Range —