ISHARES TR

Ticker: SLQD CUSIP: 46434V100 Class: 0-5YR INVT GR CP

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

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

Q4 2025
Shares 12,365 Value ($000) $627 Avg Close — Range —
Q3 2025
Shares 12,361 Value ($000) $628 Avg Close — Range —
Q2 2025
Shares 16,456 Value ($000) $833 Avg Close — Range —
Q1 2025
Shares 16,695 Value ($000) $839 Avg Close — Range —
Q4 2024
Shares 12,630 Value ($000) $628 Avg Close — Range —
Q3 2024
Shares 12,767 Value ($000) $644 Avg Close — Range —
Q2 2024
Shares 26,248 Value ($000) $1,293 Avg Close — Range —
Q1 2024
Shares 28,613 Value ($000) $1,408 Avg Close — Range —
Q4 2023
Shares 28,622 Value ($000) $1,408 Avg Close — Range —