ISHARES TR

Ticker: IWS CUSIP: 464287473 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 6,113 Value ($000) $862 Avg Close — Range —
Q3 2025
Shares 6,113 Value ($000) $854 Avg Close — Range —
Q2 2025
Shares 6,160 Value ($000) $814 Avg Close — Range —
Q1 2025
Shares 6,160 Value ($000) $776 Avg Close — Range —
Q4 2024
Shares 6,225 Value ($000) $805 Avg Close — Range —
Q3 2024
Shares 6,300 Value ($000) $833 Avg Close — Range —
Q2 2024
Shares 6,386 Value ($000) $771 Avg Close — Range —
Q1 2024
Shares 6,386 Value ($000) $800 Avg Close — Range —
Q4 2023
Shares 6,386 Value ($000) $743 Avg Close — Range —
Q3 2023
Shares 6,393 Value ($000) $667 Avg Close — Range —
Q2 2023
Shares 6,522 Value ($000) $716 Avg Close — Range —
Q1 2023
Shares 6,653 Value ($000) $707 Avg Close — Range —
Q4 2022
Shares 6,702 Value ($000) $701 Avg Close — Range —
Q3 2022
Shares 6,702 Value ($000) $644 Avg Close — Range —