Prosperity Planning, Inc. ETFs

Prosperity Planning, Inc.

$357 Million
Q4 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
IBDT Ishares Tr Ibonds Dec 2028 Ter	$0	$845,000 0.24% of portfolio	33,265	Q4 2025 Added 7.62%
IWS Ishares Russell Midcap Value E	$0	$842,000 0.24% of portfolio	6,113	Q3 2025 Reduced 0.76%
VWO Vanguard Ftse Emerging Mkts Et	$0	$828,000 0.23% of portfolio	15,102	Q4 2025 Reduced 5.62%
VCIT Vanguard Intermediate Term Cor	$0	$744,000 0.21% of portfolio	8,915	Q4 2025 Reduced 0.8%
COMT Ishares U.S. ETF Trust Gsci CO	$0	$660,000 0.18% of portfolio	24,513	Q4 2025 Added 8.17%
IJK Ishares S&P Midcap 400 Growth	$0	$655,000 0.18% of portfolio	6,944	Q4 2025 Added 0.4%
IBDS Ishares Tr Ibonds Dec 2027 Ter	$0	$615,000 0.17% of portfolio	25,367	Q4 2025 Added 19.39%
IVV Ishares Core S&P 500 ETF	$0	$613,000 0.17% of portfolio	908	Q4 2025 Reduced 4.32%
VXUS Vanguard Star Fd Vanguard Tota	$0	$584,000 0.16% of portfolio	7,797	Q4 2025 Added 0.04%

IJH Ishares Core S&P Mid Cap ETF	$0	$566,000 0.16% of portfolio	8,819	Q3 2025 Reduced 1.0%
VSS Vanguard Intl Eqty Ftse All Wo	$0	$491,000 0.14% of portfolio	3,466	Q4 2025 Reduced 0.09%
IBDU Ishares Tr Ibonds Dec 2029 Ter	$0	$484,000 0.14% of portfolio	20,748	Q4 2025 Added 7.76%
EFV Msci Eafe Value ETF	$0	$479,000 0.13% of portfolio	6,820	Q4 2025 Reduced 5.09%
IUSB Ishares Core Total Usd Bond Ma	$0	$477,000 0.13% of portfolio	10,247	Q4 2025 Reduced 3.29%
DFAE Dimensional ETF Tr	$0	$453,000 0.13% of portfolio	13,940	Q4 2025 Reduced 0.71%
IBTI Ishares Tr Ibonds Dec 2028 Ter	$0	$412,000 0.12% of portfolio	18,462	Q4 2025 Added 16.99%
VV Vanguard Large Cap ETF	$0	$389,000 0.11% of portfolio	1,254	Q3 2025 Reduced 14.75%
DIA Spdr Dow Jones Industrial Average ETF Trust	$0	$374,000 0.1% of portfolio	794	Q4 2025 Reduced 1.24%

VT Vanguard Total World Stk Index	$0	$373,000 0.1% of portfolio	2,684	Q4 2025 Reduced 0.07%
IBTJ Ishares Tr Ibonds Dec 2029 Tre	$0	$341,000 0.1% of portfolio	15,578	Q4 2025 Added 11.4%
IFGL Ishares International Develope	$0	$340,000 0.1% of portfolio	14,857	Q4 2025 Added 1.43%
IWM Ishares Russell 2000 ETF	$0	$338,000 0.09% of portfolio	1,425	Q4 2025 Reduced 9.52%
VO Vanguard Mid Cap ETF	$0	$333,000 0.09% of portfolio	1,163	Q3 2025 Reduced 1.52%
IWP Ishares Russell Mid Cap Growth	$0	$323,000 0.09% of portfolio	2,361	Q4 2025 Reduced 0.25%
INDA Ishares Msci India Index Fund	$0	$319,000 0.09% of portfolio	5,858	Q4 2020 New
IJT Ishares S&P Small Cap 600 Grow	$0	$318,000 0.09% of portfolio	2,319	Q4 2025 Added 0.87%
DYNF Blackrock ETF Tr U S Equity Fa	$0	$307,000 0.09% of portfolio	5,119	Q4 2025 Reduced 3.87%
VNQ Vanguard Specialized Funds Van	$0	$296,000 0.08% of portfolio	3,304	Q3 2025 Reduced 1.64%
IBTH Ishares Tr Ibonds Dec 2027 Ter	$0	$279,000 0.08% of portfolio	12,434	Q4 2025 New
IBTG Ishares Tr Ibonds Dec 2026 Ter	$0	$278,000 0.08% of portfolio	12,182	Q4 2025 New
VYM Vanguard Whitehall Fds (Vangua	$0	$262,000 0.07% of portfolio	1,863	Q3 2025 Reduced 6.99%
IEMG Ishares Inc	$0	$259,000 0.07% of portfolio	4,836	Q4 2025 Reduced 4.12%
QUAL Ishares Msci Usa Quality Facto	$0	$258,000 0.07% of portfolio	1,330	Q4 2025 Reduced 4.04%
FIVA Fidelity Covington Tr	$0	$208,000 0.06% of portfolio	6,428	Q4 2025 Reduced 2.4%
SPIP Spdr Ser Tr Spdr Portfolio Tip	$0	$204,000 0.06% of portfolio	7,826	Q1 2025 New
XVV Ishares Tr Esg Screened S&P 50	$0	$201,000 0.06% of portfolio	3,886	Q3 2025 New
IEFA Ishares Tr	$0	$199,000 0.06% of portfolio	2,249	Q4 2025 Reduced 3.14%
OEF Ishares S&P 100 ETF	$0	$166,000 0.05% of portfolio	625	Q4 2025 Reduced 4.58%

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