ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

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

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

Q4 2025
Shares 1,425 Value ($000) $351 Avg Close — Range —
Q3 2025
Shares 1,575 Value ($000) $381 Avg Close — Range —
Q2 2025
Shares 1,575 Value ($000) $340 Avg Close — Range —
Q1 2025
Shares 1,575 Value ($000) $314 Avg Close — Range —
Q4 2024
Shares 1,598 Value ($000) $353 Avg Close — Range —
Q3 2024
Shares 1,644 Value ($000) $363 Avg Close — Range —
Q2 2024
Shares 1,666 Value ($000) $338 Avg Close — Range —
Q1 2024
Shares 1,802 Value ($000) $379 Avg Close — Range —
Q4 2023
Shares 1,779 Value ($000) $357 Avg Close — Range —
Q3 2023
Shares 1,779 Value ($000) $314 Avg Close — Range —
Q2 2023
Shares 1,801 Value ($000) $337 Avg Close — Range —
Q1 2023
Shares 1,801 Value ($000) $321 Avg Close — Range —
Q4 2022
Shares 1,801 Value ($000) $314 Avg Close — Range —
Q3 2022
Shares 1,801 Value ($000) $297 Avg Close — Range —
Q2 2022
Shares 1,799 Value ($000) $305 Avg Close — Range —
Q1 2022
Shares 1,799 Value ($000) $369 Avg Close — Range —
Q4 2021
Shares 1,799 Value ($000) $400 Avg Close — Range —
Q3 2021
Shares 1,799 Value ($000) $393 Avg Close — Range —
Q2 2021
Shares 1,815 Value ($000) $416 Avg Close — Range —
Q1 2021
Shares 2,071 Value ($000) $458 Avg Close — Range —
Q4 2020
Shares 2,236 Value ($000) $438 Avg Close — Range —