ISHARES TR

Ticker: EFAV CUSIP: 46429B689 Class: ETF

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

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

Q4 2025
Shares 14,141 Value ($000) $1,220 Avg Close — Range —
Q3 2025
Shares 14,124 Value ($000) $1,198 Avg Close — Range —
Q2 2025
Shares 14,163 Value ($000) $1,191 Avg Close — Range —
Q1 2025
Shares 14,342 Value ($000) $1,118 Avg Close — Range —
Q4 2024
Shares 9,369 Value ($000) $663 Avg Close — Range —
Q3 2024
Shares 5,322 Value ($000) $408 Avg Close — Range —
Q2 2024
Shares 5,157 Value ($000) $358 Avg Close — Range —
Q1 2024
Shares 4,508 Value ($000) $320 Avg Close — Range —
Q4 2023
Shares 4,496 Value ($000) $312 Avg Close — Range —
Q3 2023
Shares 4,215 Value ($000) $275 Avg Close — Range —