SPDR DOW JONES INDL AVERAGE

Ticker: DIA CUSIP: 78467X109 Class: UT SER 1

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

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

Q4 2025
Shares 8,453 Value ($000) $4,062 Avg Close Range
Q3 2025
Shares 11,021 Value ($000) $5,111 Avg Close Range
Q2 2025
Shares 10,782 Value ($000) $4,751 Avg Close Range
Q1 2025
Shares 8,983 Value ($000) $3,772 Avg Close Range
Q4 2024
Shares 7,789 Value ($000) $3,314 Avg Close Range
Q3 2024
Shares 6,956 Value ($000) $2,943 Avg Close Range
Q2 2024
Shares 6,427 Value ($000) $2,514 Avg Close Range
Q1 2024
Shares 5,334 Value ($000) $2,122 Avg Close Range
Q4 2023
Shares 4,957 Value ($000) $1,868 Avg Close Range