ISHARES TR

Ticker: IJT CUSIP: 464287887 Class: S&P SML 600 GWT

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

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

Q4 2025
Shares 2,319 Value ($000) $327 Avg Close — Range —
Q3 2025
Shares 2,299 Value ($000) $325 Avg Close — Range —
Q2 2025
Shares 2,361 Value ($000) $314 Avg Close — Range —
Q1 2025
Shares 2,339 Value ($000) $291 Avg Close — Range —
Q4 2024
Shares 2,330 Value ($000) $315 Avg Close — Range —
Q3 2024
Shares 2,323 Value ($000) $324 Avg Close — Range —
Q2 2024
Shares 2,318 Value ($000) $298 Avg Close — Range —
Q1 2024
Shares 2,335 Value ($000) $305 Avg Close — Range —
Q4 2023
Shares 2,317 Value ($000) $290 Avg Close — Range —
Q3 2023
Shares 2,294 Value ($000) $252 Avg Close — Range —
Q2 2023
Shares 2,344 Value ($000) $269 Avg Close — Range —
Q1 2023
Shares 2,298 Value ($000) $253 Avg Close — Range —
Q4 2022
Shares 2,215 Value ($000) $243 Avg Close — Range —
Q3 2022
Shares 2,215 Value ($000) $225 Avg Close — Range —
Q2 2022
Shares 1,972 Value ($000) $217 Avg Close — Range —
Q1 2022
Shares 1,972 Value ($000) $248 Avg Close — Range —
Q4 2021
Shares 1,972 Value ($000) $274 Avg Close — Range —
Q3 2021
Shares 1,988 Value ($000) $259 Avg Close — Range —
Q2 2021
Shares 1,979 Value ($000) $262 Avg Close — Range —
Q1 2021
Shares 2,070 Value ($000) $265 Avg Close — Range —
Q4 2020
Shares 2,197 Value ($000) $251 Avg Close — Range —