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Prosperity Planning, Inc.
> EFV
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | EFV | 8,142 | -706 | 398,469,000 | -29,775,000 | $48,939.94 |
| 03/31/2023 | iSHARES TRUST | EFV | 8,017 | -831 | 389,065,000 | -39,179,000 | $48,530.00 |
| 12/31/2022 | iSHARES TRUST | EFV | 8,848 | 0 | 428,244,000 | 427,903,000 | $48,400.09 |
| 09/30/2022 | iSHARES TRUST | EFV | 8,848 | -2,658 | 341,000 | -152,000 | $38.54 |
| 06/30/2022 | iSHARES TRUST | EFV | 11,506 | 0 | 493,000 | -64,000 | $42.85 |
| 03/31/2022 | iSHARES TRUST | EFV | 11,506 | -1,342 | 557,000 | -96,000 | $48.41 |
| 09/30/2021 | iSHARES TRUST | EFV | 12,848 | -896 | 653,000 | -58,000 | $50.83 |
| 06/30/2021 | iSHARES TRUST | EFV | 13,744 | 616 | 711,000 | 42,000 | $51.73 |
| 03/31/2021 | iSHARES TRUST | EFV | 13,128 | 6,397 | 669,000 | 351,000 | $50.96 |
| 12/31/2020 | iSHARES TRUST | EFV | 6,731 | 6,731 | 318,000 | 318,000 | $47.24 |
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