ISHARES TR

Ticker: SGOV CUSIP: 46436E718 Class: ETF

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

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

Q4 2025
Shares 56,038 Value ($000) $5,625 Avg Close — Range —
Q3 2025
Shares 7,535 Value ($000) $759 Avg Close — Range —
Q2 2025
Shares 8,094 Value ($000) $815 Avg Close — Range —
Q1 2025
Shares 8,165 Value ($000) $822 Avg Close — Range —
Q4 2024
Shares 6,427 Value ($000) $645 Avg Close — Range —
Q3 2024
Shares 4,630 Value ($000) $466 Avg Close — Range —
Q2 2024
Shares 22,922 Value ($000) $2,308 Avg Close — Range —