ISHARES TR

Ticker: SUSB CUSIP: 46435G243 Class: ESG AWRE 1 5 YR

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

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

Q4 2025
Shares 10,419 Value ($000) $263 Avg Close — Range —
Q3 2025
Shares 10,843 Value ($000) $274 Avg Close — Range —
Q2 2025
Shares 9,565 Value ($000) $241 Avg Close — Range —
Q1 2025
Shares 8,840 Value ($000) $221 Avg Close — Range —