ISHARES TR

Ticker: IWN CUSIP: 464287630 Class: RUS 2000 VAL ETF

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

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

Q4 2025
Shares 18,735 Value ($000) $3,395 Avg Close — Range —
Q3 2025
Shares 18,158 Value ($000) $3,211 Avg Close — Range —
Q2 2025
Shares 19,815 Value ($000) $3,126 Avg Close — Range —
Q1 2025
Shares 19,606 Value ($000) $2,960 Avg Close — Range —
Q4 2024
Shares 19,869 Value ($000) $3,262 Avg Close — Range —
Q3 2024
Shares 22,124 Value ($000) $3,691 Avg Close — Range —
Q2 2024
Shares 22,928 Value ($000) $3,492 Avg Close — Range —
Q1 2024
Shares 23,233 Value ($000) $3,690 Avg Close — Range —
Q4 2023
Shares 23,293 Value ($000) $3,618 Avg Close — Range —
Q3 2023
Shares 23,735 Value ($000) $3,217 Avg Close — Range —
Q2 2023
Shares 23,809 Value ($000) $3,352 Avg Close — Range —
Q1 2023
Shares 24,034 Value ($000) $3,293 Avg Close — Range —
Q4 2022
Shares 22,712 Value ($000) $3,189 Avg Close — Range —
Q3 2022
Shares 22,712 Value ($000) $2,928 Avg Close — Range —
Q2 2022
Shares 15,516 Value ($000) $2,199 Avg Close — Range —
Q1 2022
Shares 15,516 Value ($000) $2,533 Avg Close — Range —
Q4 2021
Shares 15,516 Value ($000) $2,576 Avg Close — Range —
Q3 2021
Shares 15,542 Value ($000) $2,490 Avg Close — Range —
Q2 2021
Shares 15,244 Value ($000) $2,527 Avg Close — Range —
Q1 2021
Shares 15,490 Value ($000) $2,470 Avg Close — Range —
Q4 2020
Shares 16,234 Value ($000) $2,139 Avg Close — Range —