ISHARES TR

Ticker: ESGD CUSIP: 46435G516 Class: ESG AW MSCI EAFE

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

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

Q4 2025
Shares 14,704 Value ($000) $1,398 Avg Close — Range —
Q3 2025
Shares 12,108 Value ($000) $1,126 Avg Close — Range —
Q2 2025
Shares 8,906 Value ($000) $795 Avg Close — Range —
Q1 2025
Shares 8,953 Value ($000) $731 Avg Close — Range —
Q4 2024
Shares 11,624 Value ($000) $885 Avg Close — Range —
Q3 2024
Shares 13,748 Value ($000) $1,157 Avg Close — Range —
Q2 2024
Shares 17,873 Value ($000) $1,408 Avg Close — Range —
Q1 2024
Shares 16,929 Value ($000) $1,353 Avg Close — Range —