ISHARES TR

Ticker: USRT CUSIP: 464288521 Class: CRE U S REIT ETF

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

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

Q4 2025
Shares 75,117 Value ($000) $4,279 Avg Close — Range —
Q3 2025
Shares 70,433 Value ($000) $4,136 Avg Close — Range —
Q2 2025
Shares 67,538 Value ($000) $3,820 Avg Close — Range —
Q1 2025
Shares 66,358 Value ($000) $3,822 Avg Close — Range —
Q4 2024
Shares 66,475 Value ($000) $3,810 Avg Close — Range —
Q3 2024
Shares 65,768 Value ($000) $4,049 Avg Close — Range —
Q2 2024
Shares 64,647 Value ($000) $3,462 Avg Close — Range —
Q1 2024
Shares 62,399 Value ($000) $3,357 Avg Close — Range —
Q4 2023
Shares 60,526 Value ($000) $3,286 Avg Close — Range —
Q3 2023
Shares 60,715 Value ($000) $2,865 Avg Close — Range —
Q2 2023
Shares 59,862 Value ($000) $3,077 Avg Close — Range —
Q1 2023
Shares 56,872 Value ($000) $2,866 Avg Close — Range —
Q4 2022
Shares 52,934 Value ($000) $2,812 Avg Close — Range —
Q3 2022
Shares 52,934 Value ($000) $2,514 Avg Close — Range —
Q2 2022
Shares 47,536 Value ($000) $2,825 Avg Close — Range —
Q1 2022
Shares 47,536 Value ($000) $3,362 Avg Close — Range —
Q4 2021
Shares 47,536 Value ($000) $3,213 Avg Close — Range —
Q3 2021
Shares 45,368 Value ($000) $2,661 Avg Close — Range —
Q2 2021
Shares 45,719 Value ($000) $2,667 Avg Close — Range —
Q1 2021
Shares 45,833 Value ($000) $2,402 Avg Close — Range —
Q4 2020
Shares 41,136 Value ($000) $1,991 Avg Close — Range —