ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Prosperity Financial Group, Inc.'s Holding History (CIK: 0001991334)

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

Q4 2025
Shares 1,359 Value ($000) $931 Avg Close — Range —
Q3 2025
Shares 1,363 Value ($000) $913 Avg Close — Range —
Q2 2025
Shares 1,392 Value ($000) $865 Avg Close — Range —
Q1 2025
Shares 1,179 Value ($000) $663 Avg Close — Range —
Q4 2024
Shares 1,206 Value ($000) $710 Avg Close — Range —
Q3 2024
Shares 1,190 Value ($000) $686 Avg Close — Range —
Q2 2024
Shares 1,072 Value ($000) $587 Avg Close — Range —
Q1 2024
Shares 1,071 Value ($000) $563 Avg Close — Range —
Q4 2023
Shares 893 Value ($000) $426 Avg Close — Range —
Q3 2023
Shares 846 Value ($000) $363 Avg Close — Range —
Q2 2023
Shares 1,239 Value ($000) $552 Avg Close — Range —
Q1 2023
Shares 1,076 Value ($000) $442 Avg Close — Range —