ISHARES TR

Ticker: IVE CUSIP: 464287408 Class: S&P 500 VAL ETF

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

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

Q4 2025
Shares 54,206 Value ($000) $11,496 Avg Close — Range —
Q3 2025
Shares 55,293 Value ($000) $11,419 Avg Close — Range —
Q2 2025
Shares 58,585 Value ($000) $11,449 Avg Close — Range —
Q1 2025
Shares 59,934 Value ($000) $11,422 Avg Close — Range —
Q4 2024
Shares 64,027 Value ($000) $12,221 Avg Close — Range —
Q3 2024
Shares 72,854 Value ($000) $14,365 Avg Close — Range —
Q2 2024
Shares 81,404 Value ($000) $14,816 Avg Close — Range —
Q1 2024
Shares 87,569 Value ($000) $16,359 Avg Close — Range —
Q4 2023
Shares 83,209 Value ($000) $14,469 Avg Close — Range —
Q3 2023
Shares 80,171 Value ($000) $12,333 Avg Close — Range —
Q2 2023
Shares 77,741 Value ($000) $12,531 Avg Close — Range —
Q1 2023
Shares 73,177 Value ($000) $11,105 Avg Close — Range —
Q4 2022
Shares 71,504 Value ($000) $10,378 Avg Close — Range —
Q3 2022
Shares 71,504 Value ($000) $9,190 Avg Close — Range —
Q2 2022
Shares 63,485 Value ($000) $10,557 Avg Close — Range —
Q1 2022
Shares 63,485 Value ($000) $10,865 Avg Close — Range —
Q4 2021
Shares 63,485 Value ($000) $9,944 Avg Close — Range —
Q3 2021
Shares 57,371 Value ($000) $8,343 Avg Close — Range —
Q2 2021
Shares 54,963 Value ($000) $8,115 Avg Close — Range —
Q1 2021
Shares 48,968 Value ($000) $6,916 Avg Close — Range —
Q4 2020
Shares 42,470 Value ($000) $5,437 Avg Close — Range —