ISHARES TR

Ticker: INTF CUSIP: 46434V274 Class: ETF

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

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

Q4 2025
Shares 2,005,671 Value ($000) $75,714 Avg Close — Range —
Q3 2025
Shares 1,960,755 Value ($000) $70,411 Avg Close — Range —
Q2 2025
Shares 1,771,706 Value ($000) $60,645 Avg Close — Range —
Q1 2025
Shares 1,729,476 Value ($000) $53,337 Avg Close — Range —
Q4 2024
Shares 1,537,960 Value ($000) $44,171 Avg Close — Range —
Q3 2024
Shares 1,148,379 Value ($000) $36,094 Avg Close — Range —
Q2 2024
Shares 735,081 Value ($000) $21,486 Avg Close — Range —
Q1 2024
Shares 444,423 Value ($000) $13,262 Avg Close — Range —
Q4 2023
Shares 33,876 Value ($000) $950 Avg Close — Range —