J P MORGAN EXCHANGE TRADED F

Ticker: JIRE CUSIP: 46641Q134 Class: ETF-EQUITY

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

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

Q4 2025
Shares 8,751 Value ($000) $655 Avg Close — Range —
Q3 2025
Shares 12,362 Value ($000) $909 Avg Close — Range —
Q2 2025
Shares 16,214 Value ($000) $1,147 Avg Close — Range —