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Prosperity Planning, Inc.
> CSJ
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | BlackRock Funds III | CSJ | 157,102 | 20,250 | 7,881,824,000 | 1,023,718,000 | $50,170.11 |
| 03/31/2023 | BlackRock Funds III | CSJ | 148,311 | 11,459 | 7,495,635,000 | 637,529,000 | $50,539.98 |
| 12/31/2022 | BlackRock Funds III | CSJ | 136,852 | 0 | 6,858,106,000 | 6,851,362,000 | $50,113.30 |
| 09/30/2022 | BlackRock Funds III | CSJ | 136,852 | 20,765 | 6,744,000 | -126,000 | $49.28 |
| 06/30/2022 | BlackRock Funds III | CSJ | 116,087 | 0 | 6,870,000 | 75,000 | $59.18 |
| 03/31/2022 | BlackRock Funds III | CSJ | 116,087 | 13,858 | 6,795,000 | 1,209,000 | $58.53 |
| 09/30/2021 | BlackRock Funds III | CSJ | 102,229 | 5,762 | 5,586,000 | 299,000 | $54.64 |
| 06/30/2021 | BlackRock Funds III | CSJ | 96,467 | 14,207 | 5,287,000 | 789,000 | $54.81 |
| 03/31/2021 | BlackRock Funds III | CSJ | 82,260 | 26,041 | 4,498,000 | 1,396,000 | $54.68 |
| 12/31/2020 | BlackRock Funds III | CSJ | 56,219 | 56,219 | 3,102,000 | 3,102,000 | $55.18 |
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