ISHARES TR

Ticker: IWY CUSIP: 464289438 Class: RUS TP200 GR ETF

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

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

Q4 2025
Shares 1,997 Value ($000) $553 Avg Close — Range —
Q3 2025
Shares 1,224 Value ($000) $335 Avg Close — Range —
Q4 2024
Shares 2,888 Value ($000) $679 Avg Close — Range —
Q3 2024
Shares 10,722 Value ($000) $2,359 Avg Close — Range —
Q2 2024
Shares 13,879 Value ($000) $2,977 Avg Close — Range —
Q1 2024
Shares 14,902 Value ($000) $2,907 Avg Close — Range —
Q4 2023
Shares 9,893 Value ($000) $1,733 Avg Close — Range —
Q3 2023
Shares 7,569 Value ($000) $1,164 Avg Close — Range —
Q2 2023
Shares 5,625 Value ($000) $892 Avg Close — Range —
Q1 2023
Shares 4,530 Value ($000) $629 Avg Close — Range —