SPDR S&P MIDCAP 400 ETF TR

Ticker: MDY CUSIP: 78467Y107 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 1,553 Value ($000) $937 Avg Close — Range —
Q3 2025
Shares 1,721 Value ($000) $1,026 Avg Close — Range —
Q2 2025
Shares 1,708 Value ($000) $968 Avg Close — Range —
Q1 2025
Shares 1,725 Value ($000) $920 Avg Close — Range —
Q4 2024
Shares 1,551 Value ($000) $883 Avg Close — Range —
Q3 2024
Shares 814 Value ($000) $463 Avg Close — Range —
Q2 2024
Shares 713 Value ($000) $381 Avg Close — Range —
Q1 2024
Shares 587 Value ($000) $326 Avg Close — Range —
Q4 2023
Shares 550 Value ($000) $279 Avg Close — Range —