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Prosperity Planning, Inc.
> CBRE
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | CBRE GROUP, INC. | CBRE | 38,188 | 38,188 | 3,082,153,000 | 3,082,153,000 | $80,709.99 |
| 03/31/2023 | CBRE GROUP, INC. | CBRE | 35,404 | 35,404 | 2,577,765,000 | 2,577,765,000 | $72,809.99 |
| 12/31/2022 | CBRE GROUP, INC. | CBRE | 0 | -35,404 | 0 | -2,390,000 | |
| 09/30/2022 | CBRE GROUP, INC. | CBRE | 35,404 | 20,097 | 2,390,000 | -216,000 | $67.51 |
| 06/30/2022 | CBRE GROUP, INC. | CBRE | 15,307 | 0 | 2,606,000 | -230,000 | $170.25 |
| 03/31/2022 | CBRE GROUP, INC. | CBRE | 15,307 | 0 | 2,836,000 | 1,346,000 | $185.27 |
| 09/30/2021 | CBRE GROUP, INC. | CBRE | 15,307 | 0 | 1,490,000 | 178,000 | $97.34 |
| 06/30/2021 | CBRE GROUP, INC. | CBRE | 15,307 | 0 | 1,312,000 | 101,000 | $85.71 |
| 03/31/2021 | CBRE GROUP, INC. | CBRE | 15,307 | 0 | 1,211,000 | 251,000 | $79.11 |
| 12/31/2020 | CBRE GROUP, INC. | CBRE | 15,307 | 15,307 | 960,000 | 960,000 | $62.72 |
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