ISHARES TR

Ticker: IEFA CUSIP: 46432F842 Class: CORE MSCI EAFE

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

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

Q4 2025
Shares 209,568 Value ($000) $18,748 Avg Close — Range —
Q3 2025
Shares 206,042 Value ($000) $17,990 Avg Close — Range —
Q2 2025
Shares 85,911 Value ($000) $7,172 Avg Close — Range —
Q1 2025
Shares 36,786 Value ($000) $2,783 Avg Close — Range —
Q4 2024
Shares 41,268 Value ($000) $2,900 Avg Close — Range —
Q3 2024
Shares 26,668 Value ($000) $2,081 Avg Close — Range —
Q2 2024
Shares 23,955 Value ($000) $1,740 Avg Close — Range —
Q1 2024
Shares 24,316 Value ($000) $1,805 Avg Close — Range —
Q4 2023
Shares 28,086 Value ($000) $1,976 Avg Close — Range —
Q3 2023
Shares 19,776 Value ($000) $1,273 Avg Close — Range —