ISHARES TR

Ticker: IUSB CUSIP: 46434V613 Class: CORE TOTAL USD

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

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

Q4 2025
Shares 10,247 Value ($000) $477 Avg Close — Range —
Q3 2025
Shares 10,596 Value ($000) $495 Avg Close — Range —
Q2 2025
Shares 12,465 Value ($000) $576 Avg Close — Range —
Q1 2025
Shares 12,914 Value ($000) $595 Avg Close — Range —
Q4 2024
Shares 13,094 Value ($000) $592 Avg Close — Range —
Q3 2024
Shares 15,128 Value ($000) $713 Avg Close — Range —
Q2 2024
Shares 13,708 Value ($000) $620 Avg Close — Range —
Q1 2024
Shares 14,091 Value ($000) $642 Avg Close — Range —
Q4 2023
Shares 10,496 Value ($000) $484 Avg Close — Range —
Q3 2023
Shares 11,517 Value ($000) $503 Avg Close — Range —
Q2 2023
Shares 11,418 Value ($000) $519 Avg Close — Range —
Q1 2023
Shares 10,292 Value ($000) $475 Avg Close — Range —
Q4 2022
Shares 8,276 Value ($000) $432 Avg Close — Range —
Q3 2022
Shares 8,276 Value ($000) $368 Avg Close — Range —
Q2 2022
Shares 6,818 Value ($000) $404 Avg Close — Range —
Q1 2022
Shares 6,818 Value ($000) $410 Avg Close — Range —
Q4 2021
Shares 6,818 Value ($000) $361 Avg Close — Range —
Q3 2021
Shares 8,704 Value ($000) $463 Avg Close — Range —
Q2 2021
Shares 7,874 Value ($000) $421 Avg Close — Range —
Q1 2021
Shares 6,872 Value ($000) $362 Avg Close — Range —