WORLD GOLD TR

Ticker: GLDM CUSIP: 98149E303 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 13,266 Value ($000) $1,133 Avg Close — Range —
Q3 2025
Shares 13,129 Value ($000) $1,004 Avg Close — Range —
Q2 2025
Shares 16,540 Value ($000) $1,084 Avg Close — Range —
Q1 2025
Shares 19,075 Value ($000) $1,181 Avg Close — Range —
Q4 2024
Shares 12,129 Value ($000) $631 Avg Close — Range —