ISHARES TR

Ticker: ESGU CUSIP: 46435G425 Class: ESG AWR MSCI USA

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

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

Q4 2025
Shares 16,785 Value ($000) $2,501 Avg Close — Range —
Q3 2025
Shares 14,839 Value ($000) $2,161 Avg Close — Range —
Q2 2025
Shares 14,319 Value ($000) $1,937 Avg Close — Range —
Q1 2025
Shares 14,142 Value ($000) $1,724 Avg Close — Range —
Q4 2024
Shares 17,537 Value ($000) $2,259 Avg Close — Range —
Q3 2024
Shares 15,351 Value ($000) $1,937 Avg Close — Range —
Q2 2024
Shares 14,881 Value ($000) $1,776 Avg Close — Range —
Q1 2024
Shares 4,287 Value ($000) $493 Avg Close — Range —