ISHARES TR

Ticker: IWD CUSIP: 464287598 Class: RUS 1000 VAL ETF

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

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

Q4 2025
Shares 8,597 Value ($000) $1,808 Avg Close — Range —
Q3 2025
Shares 8,914 Value ($000) $1,815 Avg Close — Range —
Q2 2025
Shares 8,914 Value ($000) $1,731 Avg Close — Range —
Q1 2025
Shares 8,960 Value ($000) $1,686 Avg Close — Range —
Q4 2024
Shares 9,148 Value ($000) $1,694 Avg Close — Range —
Q3 2024
Shares 9,396 Value ($000) $1,783 Avg Close — Range —
Q2 2024
Shares 9,679 Value ($000) $1,689 Avg Close — Range —
Q1 2024
Shares 9,784 Value ($000) $1,752 Avg Close — Range —
Q4 2023
Shares 9,839 Value ($000) $1,626 Avg Close — Range —
Q3 2023
Shares 10,496 Value ($000) $1,594 Avg Close — Range —
Q2 2023
Shares 10,788 Value ($000) $1,703 Avg Close — Range —
Q1 2023
Shares 10,788 Value ($000) $1,643 Avg Close — Range —
Q4 2022
Shares 10,807 Value ($000) $1,581 Avg Close — Range —
Q3 2022
Shares 10,807 Value ($000) $1,470 Avg Close — Range —
Q2 2022
Shares 11,376 Value ($000) $1,593 Avg Close — Range —
Q1 2022
Shares 11,376 Value ($000) $1,889 Avg Close — Range —
Q4 2021
Shares 11,376 Value ($000) $1,910 Avg Close — Range —
Q3 2021
Shares 11,493 Value ($000) $1,799 Avg Close — Range —
Q2 2021
Shares 11,597 Value ($000) $1,839 Avg Close — Range —
Q1 2021
Shares 11,821 Value ($000) $1,792 Avg Close — Range —
Q4 2020
Shares 12,154 Value ($000) $1,662 Avg Close — Range —