ISHARES TR

Ticker: IAGG CUSIP: 46435G672 Class: CORE INTL AGGR

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

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

Q4 2025
Shares 44,525 Value ($000) $2,227 Avg Close — Range —
Q3 2025
Shares 41,481 Value ($000) $2,125 Avg Close — Range —
Q2 2025
Shares 38,381 Value ($000) $1,961 Avg Close — Range —
Q1 2025
Shares 36,219 Value ($000) $1,811 Avg Close — Range —
Q4 2024
Shares 37,197 Value ($000) $1,857 Avg Close — Range —
Q3 2024
Shares 36,988 Value ($000) $1,917 Avg Close — Range —
Q2 2024
Shares 37,162 Value ($000) $1,855 Avg Close — Range —
Q1 2024
Shares 35,705 Value ($000) $1,783 Avg Close — Range —
Q4 2023
Shares 34,995 Value ($000) $1,743 Avg Close — Range —
Q3 2023
Shares 33,210 Value ($000) $1,620 Avg Close — Range —
Q2 2023
Shares 33,511 Value ($000) $1,652 Avg Close — Range —
Q1 2023
Shares 31,139 Value ($000) $1,524 Avg Close — Range —
Q4 2022
Shares 32,427 Value ($000) $1,435 Avg Close — Range —
Q3 2022
Shares 32,427 Value ($000) $1,567 Avg Close — Range —
Q2 2022
Shares 11,484 Value ($000) $1,377 Avg Close — Range —
Q1 2022
Shares 11,484 Value ($000) $607 Avg Close — Range —
Q4 2021
Shares 11,484 Value ($000) $626 Avg Close — Range —
Q3 2021
Shares 9,645 Value ($000) $531 Avg Close — Range —
Q2 2021
Shares 9,559 Value ($000) $527 Avg Close — Range —
Q1 2021
Shares 8,209 Value ($000) $450 Avg Close — Range —
Q4 2020
Shares 7,057 Value ($000) $397 Avg Close — Range —