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Prosperity Planning, Inc.
> ISTB
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | ISTB | 627,206 | 97,886 | 29,252,894,000 | 2,801,884,000 | $46,640.01 |
| 03/31/2023 | iSHARES TRUST | ISTB | 607,708 | 78,388 | 28,656,477,000 | 2,205,467,000 | $47,155.01 |
| 12/31/2022 | iSHARES TRUST | ISTB | 529,320 | 0 | 26,451,010,000 | 26,426,608,000 | $49,971.68 |
| 09/30/2022 | iSHARES TRUST | ISTB | 529,320 | 16,160 | 24,402,000 | -811,000 | $46.10 |
| 06/30/2022 | iSHARES TRUST | ISTB | 513,160 | 0 | 25,213,000 | -1,521,000 | $49.13 |
| 03/31/2022 | iSHARES TRUST | ISTB | 513,160 | 36,424 | 26,734,000 | 2,387,000 | $52.10 |
| 09/30/2021 | iSHARES TRUST | ISTB | 476,736 | 31,834 | 24,347,000 | 1,528,000 | $51.07 |
| 06/30/2021 | iSHARES TRUST | ISTB | 444,902 | 52,418 | 22,819,000 | 2,688,000 | $51.29 |
| 03/31/2021 | iSHARES TRUST | ISTB | 392,484 | 61,369 | 20,131,000 | 3,032,000 | $51.29 |
| 12/31/2020 | iSHARES TRUST | ISTB | 331,115 | 331,115 | 17,099,000 | 17,099,000 | $51.64 |
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