ISHARES U S ETF TR

Ticker: NEAR CUSIP: 46431W507 Class: BLACKROCK ST MAT

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

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

Q4 2025
Shares 8,034 Value ($000) $411 Avg Close — Range —
Q3 2025
Shares 8,153 Value ($000) $418 Avg Close — Range —
Q2 2025
Shares 4,107 Value ($000) $210 Avg Close — Range —
Q4 2024
Shares 4,063 Value ($000) $205 Avg Close — Range —