SPDR S&P MIDCAP 400 ETF TR

Ticker: MDY CUSIP: 78467Y107 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 1,497 Value ($000) $903 Avg Close — Range —
Q3 2025
Shares 1,521 Value ($000) $907 Avg Close — Range —
Q2 2025
Shares 1,616 Value ($000) $915 Avg Close — Range —
Q1 2025
Shares 1,616 Value ($000) $862 Avg Close — Range —
Q4 2024
Shares 1,643 Value ($000) $936 Avg Close — Range —
Q3 2024
Shares 1,807 Value ($000) $1,029 Avg Close — Range —
Q2 2024
Shares 1,844 Value ($000) $987 Avg Close — Range —
Q1 2024
Shares 1,855 Value ($000) $1,032 Avg Close — Range —
Q4 2023
Shares 1,866 Value ($000) $947 Avg Close — Range —
Q3 2023
Shares 1,874 Value ($000) $856 Avg Close — Range —
Q2 2023
Shares 1,878 Value ($000) $899 Avg Close — Range —
Q1 2023
Shares 1,879 Value ($000) $861 Avg Close — Range —
Q4 2022
Shares 1,909 Value ($000) $834 Avg Close — Range —
Q3 2022
Shares 1,909 Value ($000) $767 Avg Close — Range —
Q2 2022
Shares 1,949 Value ($000) $789 Avg Close — Range —
Q1 2022
Shares 1,949 Value ($000) $943 Avg Close — Range —
Q4 2021
Shares 1,949 Value ($000) $1,009 Avg Close — Range —
Q3 2021
Shares 1,952 Value ($000) $939 Avg Close — Range —
Q2 2021
Shares 1,971 Value ($000) $968 Avg Close — Range —
Q1 2021
Shares 2,030 Value ($000) $966 Avg Close — Range —
Q4 2020
Shares 2,158 Value ($000) $906 Avg Close — Range —