ISHARES TR

Ticker: DGRO CUSIP: 46434V621 Class: CORE DIV GRWTH

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

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

Q4 2025
Shares 29,630 Value ($000) $2,057 Avg Close — Range —
Q3 2025
Shares 29,148 Value ($000) $1,984 Avg Close — Range —
Q2 2025
Shares 28,748 Value ($000) $1,838 Avg Close — Range —
Q1 2025
Shares 28,699 Value ($000) $1,773 Avg Close — Range —
Q4 2024
Shares 28,617 Value ($000) $1,755 Avg Close — Range —
Q3 2024
Shares 28,633 Value ($000) $1,795 Avg Close — Range —
Q2 2024
Shares 28,002 Value ($000) $1,613 Avg Close — Range —
Q1 2024
Shares 23,485 Value ($000) $1,364 Avg Close — Range —
Q4 2023
Shares 23,103 Value ($000) $1,243 Avg Close — Range —
Q3 2023
Shares 22,275 Value ($000) $1,103 Avg Close — Range —
Q2 2023
Shares 14,144 Value ($000) $729 Avg Close — Range —
Q1 2023
Shares 14,484 Value ($000) $724 Avg Close — Range —