ISHARES TR

Ticker: SMMD CUSIP: 46435G268 Class: RUSEL 2500 ETF

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

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

Q4 2025
Shares 2,783 Value ($000) $209 Avg Close — Range —
Q3 2025
Shares 3,707 Value ($000) $273 Avg Close — Range —
Q2 2025
Shares 3,668 Value ($000) $249 Avg Close — Range —
Q1 2025
Shares 5,460 Value ($000) $341 Avg Close — Range —
Q4 2024
Shares 4,714 Value ($000) $321 Avg Close — Range —
Q3 2024
Shares 3,887 Value ($000) $263 Avg Close — Range —
Q2 2024
Shares 4,451 Value ($000) $279 Avg Close — Range —
Q1 2024
Shares 3,496 Value ($000) $229 Avg Close — Range —
Q4 2023
Shares 3,505 Value ($000) $216 Avg Close — Range —