ISHARES TR

Ticker: XT CUSIP: 46434V381 Class: ETF

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

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

Q4 2025
Shares 4,238 Value ($000) $296 Avg Close — Range —
Q3 2025
Shares 4,133 Value ($000) $297 Avg Close — Range —
Q2 2025
Shares 4,133 Value ($000) $270 Avg Close — Range —
Q1 2025
Shares 4,100 Value ($000) $236 Avg Close — Range —
Q4 2024
Shares 4,128 Value ($000) $246 Avg Close — Range —
Q3 2024
Shares 4,373 Value ($000) $266 Avg Close — Range —
Q2 2024
Shares 4,423 Value ($000) $260 Avg Close — Range —
Q1 2024
Shares 4,421 Value ($000) $264 Avg Close — Range —
Q4 2023
Shares 4,403 Value ($000) $264 Avg Close — Range —
Q2 2023
Shares 3,741 Value ($000) $208 Avg Close — Range —
Q1 2023
Shares 4,519 Value ($000) $238 Avg Close — Range —