ISHARES TR

Ticker: USMV CUSIP: 46429B697 Class: MSCI USA MIN VOL

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

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

Q4 2025
Shares 13,289 Value ($000) $1,251 Avg Close — Range —
Q3 2025
Shares 14,451 Value ($000) $1,375 Avg Close — Range —
Q2 2025
Shares 15,297 Value ($000) $1,436 Avg Close — Range —
Q1 2025
Shares 15,992 Value ($000) $1,498 Avg Close — Range —
Q4 2024
Shares 18,555 Value ($000) $1,647 Avg Close — Range —
Q3 2024
Shares 16,923 Value ($000) $1,545 Avg Close — Range —
Q2 2024
Shares 19,322 Value ($000) $1,622 Avg Close — Range —
Q1 2024
Shares 23,336 Value ($000) $1,950 Avg Close — Range —
Q4 2023
Shares 29,928 Value ($000) $2,335 Avg Close — Range —
Q3 2023
Shares 25,594 Value ($000) $1,853 Avg Close — Range —
Q2 2023
Shares 9,652 Value ($000) $717 Avg Close — Range —
Q1 2023
Shares 12,016 Value ($000) $874 Avg Close — Range —