ISHARES TR

Ticker: USHY CUSIP: 46435U853 Class: BROAD USD HIGH

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

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

Q4 2025
Shares 18,665 Value ($000) $698 Avg Close — Range —
Q3 2025
Shares 17,525 Value ($000) $662 Avg Close — Range —
Q2 2025
Shares 15,537 Value ($000) $583 Avg Close — Range —
Q1 2025
Shares 13,089 Value ($000) $482 Avg Close — Range —
Q4 2024
Shares 13,441 Value ($000) $494 Avg Close — Range —
Q3 2024
Shares 21,657 Value ($000) $815 Avg Close — Range —
Q2 2024
Shares 25,009 Value ($000) $907 Avg Close — Range —
Q1 2024
Shares 14,997 Value ($000) $549 Avg Close — Range —
Q4 2023
Shares 14,763 Value ($000) $537 Avg Close — Range —
Q3 2023
Shares 10,205 Value ($000) $354 Avg Close — Range —