ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Forthright Family Wealth Advisory LLC's Holding History (CIK: 0002008648)

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

Q3 2025
Shares 4,890 Value ($000) $3,273 Avg Close — Range —
Q2 2025
Shares 582 Value ($000) $361 Avg Close — Range —