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Prosperity Planning, Inc.
> IVLU
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | IVLU | 197,620 | 9,058 | 5,029,430,000 | 615,872,000 | $25,450.01 |
| 03/31/2023 | iSHARES TRUST | IVLU | 192,258 | 3,696 | 4,766,073,000 | 352,515,000 | $24,789.99 |
| 12/31/2022 | iSHARES TRUST | IVLU | 188,562 | 0 | 4,413,558,000 | 4,409,834,000 | $23,406.40 |
| 09/30/2022 | iSHARES TRUST | IVLU | 188,562 | 33,577 | 3,724,000 | -542,000 | $19.75 |
| 06/30/2022 | iSHARES TRUST | IVLU | 154,985 | 0 | 4,266,000 | -166,000 | $27.53 |
| 03/31/2022 | iSHARES TRUST | IVLU | 154,985 | 14,126 | 4,432,000 | 811,000 | $28.60 |
| 09/30/2021 | iSHARES TRUST | IVLU | 140,859 | 3,465 | 3,621,000 | 73,000 | $25.71 |
| 06/30/2021 | iSHARES TRUST | IVLU | 137,394 | 8,712 | 3,548,000 | 294,000 | $25.82 |
| 03/31/2021 | iSHARES TRUST | IVLU | 128,682 | 11,597 | 3,254,000 | 588,000 | $25.29 |
| 12/31/2020 | iSHARES TRUST | IVLU | 117,085 | 117,085 | 2,666,000 | 2,666,000 | $22.77 |
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