ISHARES TR

Ticker: IWV CUSIP: 464287689 Class: RUSSELL 3000 ETF

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

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

Q4 2025
Shares 2,280 Value ($000) $882 Avg Close — Range —
Q3 2025
Shares 2,485 Value ($000) $942 Avg Close — Range —
Q2 2025
Shares 2,485 Value ($000) $872 Avg Close — Range —
Q1 2025
Shares 2,485 Value ($000) $789 Avg Close — Range —
Q4 2024
Shares 2,823 Value ($000) $944 Avg Close — Range —
Q3 2024
Shares 2,823 Value ($000) $922 Avg Close — Range —
Q2 2024
Shares 2,823 Value ($000) $871 Avg Close — Range —
Q1 2024
Shares 2,823 Value ($000) $847 Avg Close — Range —
Q4 2023
Shares 2,823 Value ($000) $773 Avg Close — Range —
Q3 2023
Shares 2,823 Value ($000) $692 Avg Close — Range —
Q2 2023
Shares 3,190 Value ($000) $812 Avg Close — Range —
Q1 2023
Shares 3,430 Value ($000) $807 Avg Close — Range —
Q4 2022
Shares 3,593 Value ($000) $414 Avg Close — Range —
Q3 2022
Shares 3,593 Value ($000) $744 Avg Close — Range —
Q2 2022
Shares 3,714 Value ($000) $781 Avg Close — Range —
Q1 2022
Shares 3,714 Value ($000) $974 Avg Close — Range —
Q4 2021
Shares 3,714 Value ($000) $1,031 Avg Close — Range —
Q3 2021
Shares 4,079 Value ($000) $1,040 Avg Close — Range —
Q2 2021
Shares 4,210 Value ($000) $1,077 Avg Close — Range —
Q1 2021
Shares 4,805 Value ($000) $1,140 Avg Close — Range —
Q4 2020
Shares 4,975 Value ($000) $1,112 Avg Close — Range —