J P MORGAN EXCHANGE TRADED F

Ticker: BBRE CUSIP: 46641Q738 Class: BETBULD MSCI

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

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

Q4 2025
Shares 4,294 Value ($000) $398 Avg Close — Range —
Q3 2025
Shares 3,698 Value ($000) $353 Avg Close — Range —
Q2 2025
Shares 3,759 Value ($000) $346 Avg Close — Range —
Q1 2025
Shares 3,882 Value ($000) $365 Avg Close — Range —
Q4 2024
Shares 3,933 Value ($000) $368 Avg Close — Range —
Q3 2024
Shares 3,997 Value ($000) $403 Avg Close — Range —
Q2 2024
Shares 4,732 Value ($000) $415 Avg Close — Range —
Q1 2024
Shares 9,834 Value ($000) $870 Avg Close — Range —
Q4 2023
Shares 9,626 Value ($000) $860 Avg Close — Range —