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Prosperity Planning, Inc. → CGBD

Prosperity Planning, Inc. CGBD Position History

Carlyle Secured Lending, Inc.

Quarters held
1
Latest value
$195K
Q3 2026
Peak value
$195K
First seen
Q3 2026

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$195K18.3K——

Other funds holding CGBD

Other Prosperity Planning, Inc. positions

ETHA

ISHARES TR

$55M
ETHA

ISHARES TR

$53M
ETHA

ISHARES TR

$49.3M
ETHA

ISHARES TR

$47.1M
VGES

VANGUARD INDEX FDS

$27.4M
ETHA

ISHARES TR

$27.1M
ETHA

ISHARES TR

$26.5M
VGES

VANGUARD INDEX FDS

$25.4M