ISHARES TR

Ticker: AGG CUSIP: 464287226 Class: CORE US AGGBD ET

Forza Wealth Management, LLC's Holding History (CIK: 0001963030)

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

Q4 2025
Shares 12,947 Value ($000) $1,293 Avg Close — Range —
Q3 2025
Shares 12,587 Value ($000) $1,262 Avg Close — Range —
Q2 2025
Shares 12,337 Value ($000) $1,224 Avg Close — Range —
Q1 2025
Shares 12,337 Value ($000) $1,220 Avg Close — Range —
Q4 2024
Shares 11,587 Value ($000) $1,123 Avg Close — Range —
Q3 2024
Shares 11,729 Value ($000) $1,188 Avg Close — Range —
Q2 2024
Shares 11,729 Value ($000) $1,139 Avg Close — Range —
Q1 2024
Shares 11,479 Value ($000) $1,124 Avg Close — Range —
Q4 2023
Shares 11,079 Value ($000) $1,100 Avg Close — Range —
Q3 2023
Shares 20,929 Value ($000) $1,968 Avg Close — Range —
Q2 2023
Shares 20,929 Value ($000) $2,050 Avg Close — Range —
Q1 2023
Shares 20,794 Value ($000) $2,072 Avg Close — Range —
Q4 2022
Shares 20,729 Value ($000) $2,011 Avg Close — Range —