ISHARES U S ETF TR

Ticker: COMT CUSIP: 46431W853 Class: ETF

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

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

Q4 2025
Shares 9,874 Value ($000) $246 Avg Close — Range —
Q3 2025
Shares 33,981 Value ($000) $912 Avg Close — Range —
Q2 2025
Shares 271,061 Value ($000) $7,007 Avg Close — Range —
Q1 2025
Shares 266,496 Value ($000) $7,054 Avg Close — Range —
Q4 2024
Shares 242,082 Value ($000) $6,127 Avg Close — Range —
Q3 2024
Shares 175,322 Value ($000) $4,543 Avg Close — Range —
Q2 2024
Shares 170,139 Value ($000) $4,646 Avg Close — Range —
Q1 2024
Shares 130,217 Value ($000) $3,516 Avg Close — Range —
Q4 2023
Shares 78,145 Value ($000) $1,959 Avg Close — Range —
Q3 2023
Shares 62,831 Value ($000) $1,832 Avg Close — Range —
Q2 2023
Shares 35,126 Value ($000) $913 Avg Close — Range —
Q1 2023
Shares 36,112 Value ($000) $976 Avg Close — Range —