ISHARES TR

Ticker: QUAL CUSIP: 46432F339 Class: ETF

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

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

Q4 2025
Shares 29,629 Value ($000) $5,885 Avg Close — Range —
Q3 2025
Shares 31,067 Value ($000) $6,043 Avg Close — Range —
Q2 2025
Shares 36,818 Value ($000) $6,731 Avg Close — Range —
Q1 2025
Shares 28,981 Value ($000) $4,952 Avg Close — Range —
Q4 2024
Shares 30,565 Value ($000) $5,443 Avg Close — Range —
Q3 2024
Shares 20,535 Value ($000) $3,682 Avg Close — Range —
Q2 2024
Shares 21,823 Value ($000) $3,727 Avg Close — Range —
Q1 2024
Shares 20,237 Value ($000) $3,326 Avg Close — Range —
Q4 2023
Shares 42,311 Value ($000) $6,226 Avg Close — Range —
Q3 2023
Shares 37,291 Value ($000) $4,915 Avg Close — Range —
Q2 2023
Shares 22,302 Value ($000) $3,008 Avg Close — Range —
Q1 2023
Shares 7,247 Value ($000) $899 Avg Close — Range —