ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Forbes Financial Planning, Inc.'s Holding History (CIK: 0001911316)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 22,736 Value ($000) $15,574 Avg Close — Range —
Q3 2025
Shares 21,817 Value ($000) $14,710 Avg Close — Range —
Q2 2025
Shares 21,408 Value ($000) $13,292 Avg Close — Range —
Q1 2025
Shares 13,927 Value ($000) $7,826 Avg Close — Range —
Q4 2024
Shares 14,064 Value ($000) $8,279 Avg Close — Range —
Q3 2024
Shares 20,393 Value ($000) $11,763 Avg Close — Range —
Q2 2024
Shares 20,338 Value ($000) $11,129 Avg Close — Range —
Q1 2024
Shares 20,722 Value ($000) $10,894 Avg Close — Range —
Q4 2023
Shares 21,300 Value ($000) $10,174 Avg Close — Range —
Q3 2023
Shares 21,459 Value ($000) $9,213 Avg Close — Range —
Q2 2023
Shares 21,530 Value ($000) $9,594 Avg Close — Range —
Q1 2023
Shares 21,606 Value ($000) $8,881 Avg Close — Range —
Q4 2022
Shares 20,972 Value ($000) $7,520 Avg Close — Range —
Q3 2022
Shares 20,972 Value ($000) $7,520 Avg Close — Range —
Q2 2022
Shares 20,135 Value ($000) $7,645 Avg Close — Range —
Q1 2022
Shares 20,202 Value ($000) $9,164 Avg Close — Range —
Q4 2021
Shares 19,844 Value ($000) $9,427 Avg Close — Range —