ISHARES TR

Ticker: IJJ CUSIP: 464287705 Class: S&P MC 400VL ETF

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

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

Q4 2025
Shares 23,837 Value ($000) $3,137 Avg Close — Range —
Q3 2025
Shares 22,925 Value ($000) $2,974 Avg Close — Range —
Q2 2025
Shares 23,319 Value ($000) $2,882 Avg Close — Range —
Q1 2025
Shares 23,356 Value ($000) $2,796 Avg Close — Range —
Q4 2024
Shares 23,721 Value ($000) $2,964 Avg Close — Range —
Q3 2024
Shares 25,905 Value ($000) $3,202 Avg Close — Range —
Q2 2024
Shares 26,407 Value ($000) $2,996 Avg Close — Range —
Q1 2024
Shares 27,021 Value ($000) $3,196 Avg Close — Range —
Q4 2023
Shares 27,084 Value ($000) $3,089 Avg Close — Range —
Q3 2023
Shares 26,998 Value ($000) $2,725 Avg Close — Range —
Q2 2023
Shares 27,802 Value ($000) $2,978 Avg Close — Range —
Q1 2023
Shares 27,590 Value ($000) $2,835 Avg Close — Range —
Q4 2022
Shares 27,478 Value ($000) $2,456 Avg Close — Range —
Q3 2022
Shares 27,478 Value ($000) $2,473 Avg Close — Range —
Q2 2022
Shares 20,696 Value ($000) $2,071 Avg Close — Range —
Q1 2022
Shares 20,696 Value ($000) $2,266 Avg Close — Range —
Q4 2021
Shares 20,696 Value ($000) $2,291 Avg Close — Range —
Q3 2021
Shares 21,068 Value ($000) $2,171 Avg Close — Range —
Q2 2021
Shares 21,217 Value ($000) $2,235 Avg Close — Range —
Q1 2021
Shares 22,274 Value ($000) $2,270 Avg Close — Range —
Q4 2020
Shares 22,713 Value ($000) $1,960 Avg Close — Range —