ISHARES TR

Ticker: SCZ CUSIP: 464288273 Class: ETF

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

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

Q4 2025
Shares 31,408 Value ($000) $2,435 Avg Close — Range —
Q3 2025
Shares 32,223 Value ($000) $2,472 Avg Close — Range —
Q2 2025
Shares 33,402 Value ($000) $2,428 Avg Close — Range —
Q1 2025
Shares 34,727 Value ($000) $2,206 Avg Close — Range —
Q4 2024
Shares 34,160 Value ($000) $2,075 Avg Close — Range —
Q3 2024
Shares 32,717 Value ($000) $2,215 Avg Close — Range —
Q2 2024
Shares 32,807 Value ($000) $2,022 Avg Close — Range —
Q1 2024
Shares 32,645 Value ($000) $2,067 Avg Close — Range —
Q4 2023
Shares 31,880 Value ($000) $1,973 Avg Close — Range —
Q3 2023
Shares 31,358 Value ($000) $1,771 Avg Close — Range —
Q2 2023
Shares 31,601 Value ($000) $1,864 Avg Close — Range —
Q1 2023
Shares 31,947 Value ($000) $1,901 Avg Close — Range —
Q4 2022
Shares 32,431 Value ($000) $1,795 Avg Close — Range —
Q3 2022
Shares 32,431 Value ($000) $1,582 Avg Close — Range —
Q2 2022
Shares 31,659 Value ($000) $1,846 Avg Close — Range —
Q1 2022
Shares 31,659 Value ($000) $2,132 Avg Close — Range —
Q4 2021
Shares 31,659 Value ($000) $2,314 Avg Close — Range —
Q3 2021
Shares 30,299 Value ($000) $2,255 Avg Close — Range —
Q2 2021
Shares 30,405 Value ($000) $2,255 Avg Close — Range —
Q1 2021
Shares 31,006 Value ($000) $2,227 Avg Close — Range —
Q4 2020
Shares 30,990 Value ($000) $2,118 Avg Close — Range —