News + Filings Holdings
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Prosperity Planning, Inc.
> SUB
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | SUB | 34,171 | -1,697 | 3,555,121,000 | 427,885,000 | $104,039.13 |
| 03/31/2023 | iSHARES TRUST | SUB | 33,361 | -2,507 | 3,492,199,000 | 364,963,000 | $104,679.09 |
| 12/31/2022 | iSHARES TRUST | SUB | 35,868 | 0 | 3,127,236,000 | 3,123,554,000 | $87,187.35 |
| 09/30/2022 | iSHARES TRUST | SUB | 35,868 | -2,652 | 3,682,000 | -169,000 | $102.65 |
| 06/30/2022 | iSHARES TRUST | SUB | 38,520 | 0 | 3,851,000 | -662,000 | $99.97 |
| 03/31/2022 | iSHARES TRUST | SUB | 38,520 | 1,047 | 4,513,000 | 482,000 | $117.16 |
| 09/30/2021 | iSHARES TRUST | SUB | 37,473 | 1,338 | 4,031,000 | 135,000 | $107.57 |
| 06/30/2021 | iSHARES TRUST | SUB | 36,135 | 3,251 | 3,896,000 | 350,000 | $107.82 |
| 03/31/2021 | iSHARES TRUST | SUB | 32,884 | 4,983 | 3,546,000 | 530,000 | $107.83 |
| 12/31/2020 | iSHARES TRUST | SUB | 27,901 | 27,901 | 3,016,000 | 3,016,000 | $108.10 |
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