ISHARES TR

Ticker: IDEV CUSIP: 46435G326 Class: CORE MSCI INTL

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

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

Q4 2025
Shares 11,115 Value ($000) $917 Avg Close — Range —
Q3 2025
Shares 11,112 Value ($000) $891 Avg Close — Range —
Q2 2025
Shares 10,707 Value ($000) $814 Avg Close — Range —
Q1 2025
Shares 19,418 Value ($000) $1,338 Avg Close — Range —
Q4 2024
Shares 19,650 Value ($000) $1,267 Avg Close — Range —
Q3 2024
Shares 15,914 Value ($000) $1,127 Avg Close — Range —
Q2 2024
Shares 11,764 Value ($000) $772 Avg Close — Range —