ISHARES TR

Ticker: IWP CUSIP: 464287481 Class: RUS MD CP GR ETF

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

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

Q4 2025
Shares 2,361 Value ($000) $323 Avg Close — Range —
Q3 2025
Shares 2,367 Value ($000) $337 Avg Close — Range —
Q2 2025
Shares 2,450 Value ($000) $340 Avg Close — Range —
Q1 2025
Shares 2,528 Value ($000) $297 Avg Close — Range —
Q4 2024
Shares 2,677 Value ($000) $339 Avg Close — Range —
Q3 2024
Shares 2,832 Value ($000) $332 Avg Close — Range —
Q2 2024
Shares 2,862 Value ($000) $316 Avg Close — Range —
Q1 2024
Shares 2,884 Value ($000) $329 Avg Close — Range —
Q4 2023
Shares 2,945 Value ($000) $308 Avg Close — Range —
Q3 2023
Shares 3,103 Value ($000) $283 Avg Close — Range —
Q2 2023
Shares 3,201 Value ($000) $309 Avg Close — Range —
Q1 2023
Shares 3,061 Value ($000) $279 Avg Close — Range —
Q4 2022
Shares 2,822 Value ($000) $241 Avg Close — Range —
Q3 2022
Shares 2,822 Value ($000) $221 Avg Close — Range —