ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 908 Value ($000) $622 Avg Close — Range —
Q3 2025
Shares 949 Value ($000) $635 Avg Close — Range —
Q2 2025
Shares 958 Value ($000) $595 Avg Close — Range —
Q1 2025
Shares 1,470 Value ($000) $826 Avg Close — Range —
Q4 2024
Shares 1,608 Value ($000) $947 Avg Close — Range —
Q3 2024
Shares 1,651 Value ($000) $952 Avg Close — Range —
Q2 2024
Shares 1,884 Value ($000) $1,031 Avg Close — Range —
Q1 2024
Shares 2,176 Value ($000) $1,144 Avg Close — Range —
Q4 2023
Shares 3,093 Value ($000) $1,477 Avg Close — Range —
Q3 2023
Shares 2,956 Value ($000) $1,269 Avg Close — Range —
Q2 2023
Shares 2,687 Value ($000) $1,198 Avg Close — Range —
Q1 2023
Shares 2,658 Value ($000) $1,093 Avg Close — Range —
Q4 2022
Shares 2,840 Value ($000) $1,070 Avg Close — Range —
Q3 2022
Shares 2,840 Value ($000) $1,019 Avg Close — Range —
Q2 2022
Shares 2,372 Value ($000) $1,079 Avg Close — Range —
Q1 2022
Shares 2,372 Value ($000) $1,290 Avg Close — Range —
Q4 2021
Shares 2,372 Value ($000) $1,131 Avg Close — Range —
Q3 2021
Shares 2,576 Value ($000) $1,110 Avg Close — Range —
Q2 2021
Shares 2,887 Value ($000) $1,241 Avg Close — Range —
Q1 2021
Shares 3,049 Value ($000) $1,213 Avg Close — Range —
Q4 2020
Shares 3,577 Value ($000) $1,343 Avg Close — Range —