ISHARES TR

Ticker: IVW CUSIP: 464287309 Class: S&P 500 GRWT ETF

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

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

Q4 2025
Shares 20,263 Value ($000) $2,498 Avg Close — Range —
Q3 2025
Shares 25,145 Value ($000) $3,036 Avg Close — Range —
Q2 2025
Shares 25,654 Value ($000) $2,825 Avg Close — Range —
Q1 2025
Shares 25,989 Value ($000) $2,413 Avg Close — Range —
Q4 2024
Shares 26,010 Value ($000) $2,641 Avg Close — Range —
Q3 2024
Shares 26,223 Value ($000) $2,511 Avg Close — Range —
Q2 2024
Shares 26,446 Value ($000) $2,447 Avg Close — Range —
Q1 2024
Shares 25,290 Value ($000) $2,135 Avg Close — Range —
Q4 2023
Shares 24,174 Value ($000) $1,815 Avg Close — Range —
Q3 2023
Shares 23,805 Value ($000) $1,629 Avg Close — Range —
Q2 2023
Shares 23,200 Value ($000) $1,635 Avg Close — Range —
Q1 2023
Shares 23,664 Value ($000) $1,512 Avg Close — Range —
Q4 2022
Shares 22,446 Value ($000) $1,169 Avg Close — Range —
Q3 2022
Shares 22,446 Value ($000) $1,299 Avg Close — Range —
Q2 2022
Shares 10,314 Value ($000) $666 Avg Close — Range —
Q1 2022
Shares 10,314 Value ($000) $819 Avg Close — Range —
Q4 2021
Shares 10,314 Value ($000) $863 Avg Close — Range —
Q3 2021
Shares 10,560 Value ($000) $780 Avg Close — Range —
Q2 2021
Shares 10,518 Value ($000) $765 Avg Close — Range —
Q1 2021
Shares 10,527 Value ($000) $685 Avg Close — Range —
Q4 2020
Shares 14,897 Value ($000) $951 Avg Close — Range —