SEI INVTS CO

Ticker: SEIC CUSIP: 784117103 Class: EQTY

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

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

Q4 2025
Shares 2,569 Value ($000) $211 Avg Close $81.71 Range $77.03 - $86.45
Q3 2025
Shares 2,385 Value ($000) $202 Avg Close $88.30 Range $83.71 - $93.38