ISHARES TR

Ticker: IUSB CUSIP: 46434V613 Class: CORE TOTAL USD

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

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

Q4 2025
Shares 573,997 Value ($000) $26,714 Avg Close — Range —
Q3 2025
Shares 520,584 Value ($000) $24,316 Avg Close — Range —
Q2 2025
Shares 526,160 Value ($000) $24,324 Avg Close — Range —
Q1 2025
Shares 476,154 Value ($000) $21,941 Avg Close — Range —
Q4 2024
Shares 433,764 Value ($000) $19,606 Avg Close — Range —
Q3 2024
Shares 283,932 Value ($000) $13,379 Avg Close — Range —
Q2 2024
Shares 344,212 Value ($000) $15,565 Avg Close — Range —
Q1 2024
Shares 239,358 Value ($000) $10,912 Avg Close — Range —