ISHARES TR

Ticker: IVLU CUSIP: 46435G409 Class: MSCI INTL VLU FT

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

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

Q4 2025
Shares 132,594 Value ($000) $5,045 Avg Close — Range —
Q3 2025
Shares 136,523 Value ($000) $4,844 Avg Close — Range —
Q2 2025
Shares 146,455 Value ($000) $4,817 Avg Close — Range —
Q1 2025
Shares 151,540 Value ($000) $4,593 Avg Close — Range —
Q4 2024
Shares 160,060 Value ($000) $4,339 Avg Close — Range —
Q3 2024
Shares 176,331 Value ($000) $5,207 Avg Close — Range —
Q2 2024
Shares 195,582 Value ($000) $5,367 Avg Close — Range —
Q1 2024
Shares 218,503 Value ($000) $6,168 Avg Close — Range —
Q4 2023
Shares 206,631 Value ($000) $5,478 Avg Close — Range —
Q3 2023
Shares 201,140 Value ($000) $5,101 Avg Close — Range —
Q2 2023
Shares 197,620 Value ($000) $5,029 Avg Close — Range —
Q1 2023
Shares 192,258 Value ($000) $4,766 Avg Close — Range —
Q4 2022
Shares 188,562 Value ($000) $4,414 Avg Close — Range —
Q3 2022
Shares 188,562 Value ($000) $3,724 Avg Close — Range —
Q2 2022
Shares 154,985 Value ($000) $4,266 Avg Close — Range —
Q1 2022
Shares 154,985 Value ($000) $4,432 Avg Close — Range —
Q4 2021
Shares 154,985 Value ($000) $3,943 Avg Close — Range —
Q3 2021
Shares 140,859 Value ($000) $3,621 Avg Close — Range —
Q2 2021
Shares 137,394 Value ($000) $3,548 Avg Close — Range —
Q1 2021
Shares 128,682 Value ($000) $3,254 Avg Close — Range —
Q4 2020
Shares 117,085 Value ($000) $2,666 Avg Close — Range —