ISHARES TR

Ticker: IBDT CUSIP: 46435U515 Class: IBDS DEC28 ETF

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

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

Q4 2025
Shares 33,265 Value ($000) $847 Avg Close — Range —
Q3 2025
Shares 30,909 Value ($000) $789 Avg Close — Range —
Q2 2025
Shares 30,909 Value ($000) $786 Avg Close — Range —
Q1 2025
Shares 30,413 Value ($000) $768 Avg Close — Range —
Q4 2024
Shares 26,317 Value ($000) $655 Avg Close — Range —
Q3 2024
Shares 26,317 Value ($000) $672 Avg Close — Range —
Q2 2024
Shares 26,317 Value ($000) $652 Avg Close — Range —
Q1 2024
Shares 18,721 Value ($000) $466 Avg Close — Range —
Q4 2023
Shares 18,721 Value ($000) $470 Avg Close — Range —