ISHARES TR

Ticker: IJK CUSIP: 464287606 Class: S&P MC 400GR ETF

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

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

Q4 2025
Shares 6,944 Value ($000) $673 Avg Close — Range —
Q3 2025
Shares 6,916 Value ($000) $663 Avg Close — Range —
Q2 2025
Shares 7,019 Value ($000) $639 Avg Close — Range —
Q1 2025
Shares 6,995 Value ($000) $583 Avg Close — Range —
Q4 2024
Shares 7,029 Value ($000) $639 Avg Close — Range —
Q3 2024
Shares 7,080 Value ($000) $651 Avg Close — Range —
Q2 2024
Shares 7,188 Value ($000) $633 Avg Close — Range —
Q1 2024
Shares 7,228 Value ($000) $660 Avg Close — Range —
Q4 2023
Shares 7,119 Value ($000) $564 Avg Close — Range —
Q3 2023
Shares 6,967 Value ($000) $503 Avg Close — Range —
Q2 2023
Shares 7,005 Value ($000) $525 Avg Close — Range —
Q1 2023
Shares 6,995 Value ($000) $500 Avg Close — Range —
Q4 2022
Shares 6,997 Value ($000) $477 Avg Close — Range —
Q3 2022
Shares 6,997 Value ($000) $441 Avg Close — Range —
Q2 2022
Shares 6,305 Value ($000) $418 Avg Close — Range —
Q1 2022
Shares 6,305 Value ($000) $495 Avg Close — Range —
Q4 2021
Shares 6,305 Value ($000) $538 Avg Close — Range —
Q3 2021
Shares 6,352 Value ($000) $503 Avg Close — Range —
Q2 2021
Shares 6,415 Value ($000) $519 Avg Close — Range —
Q1 2021
Shares 6,839 Value ($000) $536 Avg Close — Range —
Q4 2020
Shares 6,791 Value ($000) $490 Avg Close — Range —