ISHARES TR

Ticker: QUAL CUSIP: 46432F339 Class: ETF

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

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

Q4 2025
Shares 1,330 Value ($000) $264 Avg Close — Range —
Q3 2025
Shares 1,386 Value ($000) $270 Avg Close — Range —
Q2 2025
Shares 1,781 Value ($000) $326 Avg Close — Range —
Q1 2025
Shares 1,761 Value ($000) $301 Avg Close — Range —
Q4 2024
Shares 1,506 Value ($000) $268 Avg Close — Range —
Q3 2024
Shares 1,538 Value ($000) $276 Avg Close — Range —
Q2 2024
Shares 1,452 Value ($000) $248 Avg Close — Range —
Q1 2024
Shares 1,485 Value ($000) $244 Avg Close — Range —
Q4 2023
Shares 1,496 Value ($000) $220 Avg Close — Range —
Q3 2023
Shares 1,559 Value ($000) $205 Avg Close — Range —
Q2 2023
Shares 2,033 Value ($000) $274 Avg Close — Range —
Q1 2023
Shares 1,891 Value ($000) $235 Avg Close — Range —