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Prosperity Planning, Inc.
> ISI
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | ISI | 19,728 | 0 | 1,930,188,000 | 256,321,000 | $97,840.02 |
| 03/31/2023 | iSHARES TRUST | ISI | 19,739 | 11 | 1,787,366,000 | 113,499,000 | $90,549.98 |
| 12/31/2022 | iSHARES TRUST | ISI | 19,728 | 0 | 1,673,867,000 | 1,672,298,000 | $84,847.27 |
| 09/30/2022 | iSHARES TRUST | ISI | 19,728 | -30 | 1,569,000 | -91,000 | $79.53 |
| 06/30/2022 | iSHARES TRUST | ISI | 19,758 | 0 | 1,660,000 | -337,000 | $84.02 |
| 03/31/2022 | iSHARES TRUST | ISI | 19,758 | 44 | 1,997,000 | 58,000 | $101.07 |
| 09/30/2021 | iSHARES TRUST | ISI | 19,714 | 15 | 1,939,000 | -6,000 | $98.36 |
| 06/30/2021 | iSHARES TRUST | ISI | 19,699 | -22 | 1,945,000 | 139,000 | $98.74 |
| 03/31/2021 | iSHARES TRUST | ISI | 19,721 | 4 | 1,806,000 | 106,000 | $91.58 |
| 12/31/2020 | iSHARES TRUST | ISI | 19,717 | 19,717 | 1,700,000 | 1,700,000 | $86.22 |
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