ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

Prosperity Planning, Inc.'s Holding History (CIK: 0001843292)

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

Q4 2025
Shares 13,037 Value ($000) $1,938 Avg Close — Range —
Q3 2025
Shares 12,989 Value ($000) $1,892 Avg Close — Range —
Q2 2025
Shares 13,048 Value ($000) $1,762 Avg Close — Range —
Q1 2025
Shares 13,067 Value ($000) $1,594 Avg Close — Range —
Q4 2024
Shares 17,415 Value ($000) $2,240 Avg Close — Range —
Q3 2024
Shares 17,926 Value ($000) $2,252 Avg Close — Range —
Q2 2024
Shares 19,449 Value ($000) $2,310 Avg Close — Range —
Q1 2024
Shares 19,469 Value ($000) $2,245 Avg Close — Range —
Q4 2023
Shares 19,601 Value ($000) $2,063 Avg Close — Range —
Q3 2023
Shares 19,697 Value ($000) $1,855 Avg Close — Range —
Q2 2023
Shares 19,728 Value ($000) $1,930 Avg Close — Range —
Q1 2023
Shares 19,739 Value ($000) $1,787 Avg Close — Range —
Q4 2022
Shares 19,728 Value ($000) $1,674 Avg Close — Range —
Q3 2022
Shares 19,728 Value ($000) $1,569 Avg Close — Range —
Q2 2022
Shares 19,758 Value ($000) $1,660 Avg Close — Range —
Q1 2022
Shares 19,758 Value ($000) $1,997 Avg Close — Range —
Q4 2021
Shares 19,758 Value ($000) $2,114 Avg Close — Range —
Q3 2021
Shares 19,714 Value ($000) $1,939 Avg Close — Range —
Q2 2021
Shares 19,699 Value ($000) $1,945 Avg Close — Range —
Q1 2021
Shares 19,721 Value ($000) $1,806 Avg Close — Range —
Q4 2020
Shares 19,717 Value ($000) $1,700 Avg Close — Range —