ISHARES TR

Ticker: SHYG CUSIP: 46434V407 Class: 0-5YR HI YL CP

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

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

Q4 2025
Shares 52,421 Value ($000) $2,247 Avg Close Range
Q3 2025
Shares 51,735 Value ($000) $2,240 Avg Close Range
Q2 2025
Shares 38,648 Value ($000) $1,667 Avg Close Range
Q1 2025
Shares 28,632 Value ($000) $1,217 Avg Close Range
Q4 2024
Shares 44,011 Value ($000) $1,875 Avg Close Range
Q3 2024
Shares 53,487 Value ($000) $2,322 Avg Close Range
Q2 2024
Shares 51,818 Value ($000) $2,187 Avg Close Range
Q1 2024
Shares 59,540 Value ($000) $2,533 Avg Close Range