ISHARES TR

Ticker: SUB CUSIP: 464288158 Class: SHRT NAT MUN ETF

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

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

Q4 2025
Shares 37,539 Value ($000) $4,005 Avg Close — Range —
Q3 2025
Shares 35,320 Value ($000) $3,772 Avg Close — Range —
Q2 2025
Shares 32,044 Value ($000) $3,408 Avg Close — Range —
Q1 2025
Shares 31,527 Value ($000) $3,329 Avg Close — Range —
Q4 2024
Shares 29,698 Value ($000) $3,133 Avg Close — Range —
Q3 2024
Shares 27,232 Value ($000) $2,892 Avg Close — Range —
Q2 2024
Shares 30,151 Value ($000) $3,152 Avg Close — Range —
Q1 2024
Shares 29,741 Value ($000) $3,115 Avg Close — Range —
Q4 2023
Shares 29,139 Value ($000) $3,072 Avg Close — Range —
Q3 2023
Shares 30,317 Value ($000) $3,118 Avg Close — Range —
Q2 2023
Shares 34,171 Value ($000) $3,555 Avg Close — Range —
Q1 2023
Shares 33,361 Value ($000) $3,492 Avg Close — Range —
Q4 2022
Shares 35,868 Value ($000) $3,127 Avg Close — Range —
Q3 2022
Shares 35,868 Value ($000) $3,682 Avg Close — Range —
Q2 2022
Shares 38,520 Value ($000) $3,851 Avg Close — Range —
Q1 2022
Shares 38,520 Value ($000) $4,513 Avg Close — Range —
Q4 2021
Shares 38,520 Value ($000) $4,136 Avg Close — Range —
Q3 2021
Shares 37,473 Value ($000) $4,031 Avg Close — Range —
Q2 2021
Shares 36,135 Value ($000) $3,896 Avg Close — Range —
Q1 2021
Shares 32,884 Value ($000) $3,546 Avg Close — Range —
Q4 2020
Shares 27,901 Value ($000) $3,016 Avg Close — Range —