Prosperity Planning, Inc. ETFs

Prosperity Planning, Inc.

$302 Million
Q4 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
IWS Ishares Russell Midcap Value E	$0	$805,000 0.27% of portfolio	6,225	Q4 2024 Reduced 1.19%
VWO Vanguard Ftse Emerging Mkts Et	$0	$731,000 0.24% of portfolio	16,616	Q4 2024 Added 1.08%
LQD Ishares Iboxx $ Investment Gra	$0	$659,000 0.22% of portfolio	6,177	Q3 2024 Reduced 0.32%
IBDT Ishares Tr Ibonds Dec 2028 Ter	$0	$655,000 0.22% of portfolio	26,317	Q2 2024 Added 40.57%
IJK Ishares S&P Midcap 400 Growth	$0	$639,000 0.21% of portfolio	7,029	Q4 2024 Reduced 0.72%
IUSB Ishares Core Total Usd Bond Ma	$0	$591,000 0.2% of portfolio	13,094	Q4 2024 Reduced 13.45%
IJH Ishares Core S&P Mid Cap ETF	$0	$555,000 0.18% of portfolio	8,908	Q4 2024 Reduced 1.48%
COMT Ishares U.S. ETF Trust Gsci CO	$0	$553,000 0.18% of portfolio	21,885	Q4 2024 Added 10.25%
VXUS Vanguard Star Fd Vanguard Tota	$0	$533,000 0.18% of portfolio	9,047	Q4 2024 Reduced 15.46%
EFV Msci Eafe Value ETF	$0	$436,000 0.14% of portfolio	8,315	Q4 2024 Added 2.83%
VSS Vanguard Intl Eqty Ftse All Wo	$0	$417,000 0.14% of portfolio	3,643	Q4 2024 Added 0.77%
VV Vanguard Large Cap ETF	$0	$403,000 0.13% of portfolio	1,497	Q4 2024 Reduced 3.79%
IBDQ Ishares Ibonds Dec 2025 Term C	$0	$397,000 0.13% of portfolio	15,867	Q2 2024 Added 5.37%
IBDS Ishares Tr Ibonds Dec 2027 Ter	$0	$394,000 0.13% of portfolio	16,452	Q2 2024 Added 5.41%
IBDR Ishares Tr Ibonds Dec 2026 Ter	$0	$390,000 0.13% of portfolio	16,452	Q2 2024 Added 5.39%
DFAE Dimensional ETF Tr	$0	$378,000 0.13% of portfolio	14,924	Q4 2024 Reduced 5.14%
IWM Ishares Russell 2000 ETF	$0	$353,000 0.12% of portfolio	1,598	Q4 2024 Reduced 2.8%
DIA Spdr Dow Jones Industrial Average ETF Trust	$0	$345,000 0.11% of portfolio	812	Q4 2024 Added 0.25%
IWP Ishares Russell Mid Cap Growth	$0	$339,000 0.11% of portfolio	2,677	Q4 2024 Reduced 5.47%
IBDU Ishares Tr Ibonds Dec 2029 Ter	$0	$324,000 0.11% of portfolio	14,243	Q2 2024 New
VNQ Vanguard Specialized Funds Van	$0	$321,000 0.11% of portfolio	3,608	Q3 2024 Reduced 0.3%
IJT Ishares S&P Small Cap 600 Grow	$0	$315,000 0.1% of portfolio	2,330	Q4 2024 Added 0.3%
VO Vanguard Mid Cap ETF	$0	$311,000 0.1% of portfolio	1,181	Q4 2024 Reduced 1.58%
INDA Ishares Msci India Index Fund	$0	$308,000 0.1% of portfolio	5,858	Q4 2020 New
VT Vanguard Total World Stk Index	$0	$301,000 0.1% of portfolio	2,570	Q4 2024 Added 1.06%
IBTI Ishares Tr Ibonds Dec 2028 Ter	$0	$293,000 0.1% of portfolio	13,392	Q3 2024 Added 30.17%
IFGL Ishares International Develope	$0	$282,000 0.09% of portfolio	14,641	Q4 2024 Added 7.2%
QUAL Ishares Msci Usa Quality Facto	$0	$268,000 0.09% of portfolio	1,506	Q4 2024 Reduced 2.08%
IBTJ Ishares Tr Ibonds Dec 2029 Tre	$0	$256,000 0.08% of portfolio	12,005	Q3 2024 New
VYM Vanguard Whitehall Fds (Vangua	$0	$250,000 0.08% of portfolio	1,960	Q4 2024 Reduced 12.15%
DYNF Blackrock ETF Tr U S Equity Fa	$0	$228,000 0.08% of portfolio	4,451	Q4 2024 Reduced 5.88%
IBTF Ishares Tr Ibonds Dec 2025 Ter	$0	$226,000 0.07% of portfolio	9,704	Q4 2024 New
IEFA Ishares Tr	$0	$211,000 0.07% of portfolio	3,016	Q3 2024 Reduced 0.72%

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