ISHARES TR

Ticker: AGG CUSIP: 464287226 Class: CORE US AGGBD ET

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

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

Q4 2025
Shares 29,472 Value ($000) $2,944 Avg Close — Range —
Q3 2025
Shares 29,516 Value ($000) $2,959 Avg Close — Range —
Q2 2025
Shares 29,121 Value ($000) $2,889 Avg Close — Range —
Q1 2025
Shares 29,742 Value ($000) $2,942 Avg Close — Range —
Q4 2024
Shares 27,857 Value ($000) $2,699 Avg Close — Range —
Q3 2024
Shares 27,600 Value ($000) $2,795 Avg Close — Range —
Q2 2024
Shares 27,177 Value ($000) $2,638 Avg Close — Range —
Q1 2024
Shares 26,646 Value ($000) $2,610 Avg Close — Range —
Q4 2023
Shares 25,963 Value ($000) $2,577 Avg Close — Range —
Q3 2023
Shares 18,315 Value ($000) $1,722 Avg Close — Range —
Q2 2023
Shares 17,938 Value ($000) $1,757 Avg Close — Range —
Q1 2023
Shares 18,650 Value ($000) $1,858 Avg Close — Range —
Q4 2022
Shares 36,493 Value ($000) $1,562 Avg Close — Range —
Q3 2022
Shares 36,493 Value ($000) $3,516 Avg Close — Range —
Q2 2022
Shares 33,253 Value ($000) $3,823 Avg Close — Range —
Q1 2022
Shares 33,253 Value ($000) $3,523 Avg Close — Range —
Q4 2021
Shares 33,253 Value ($000) $3,793 Avg Close — Range —
Q3 2021
Shares 33,331 Value ($000) $3,827 Avg Close — Range —
Q2 2021
Shares 29,000 Value ($000) $3,345 Avg Close — Range —
Q1 2021
Shares 27,800 Value ($000) $3,164 Avg Close — Range —
Q4 2020
Shares 23,770 Value ($000) $2,809 Avg Close — Range —