ISHARES TR

Ticker: IVW CUSIP: 464287309 Class: S&P 500 GRWT ETF

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

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

Q4 2025
Shares 99,072 Value ($000) $12,212 Avg Close — Range —
Q3 2025
Shares 97,332 Value ($000) $11,750 Avg Close — Range —
Q2 2025
Shares 110,003 Value ($000) $12,111 Avg Close — Range —
Q1 2025
Shares 112,208 Value ($000) $10,416 Avg Close — Range —
Q4 2024
Shares 109,816 Value ($000) $11,150 Avg Close — Range —
Q3 2024
Shares 125,195 Value ($000) $13,019 Avg Close — Range —
Q2 2024
Shares 37,736 Value ($000) $3,492 Avg Close — Range —
Q1 2024
Shares 31,532 Value ($000) $2,663 Avg Close — Range —
Q4 2023
Shares 30,300 Value ($000) $2,276 Avg Close — Range —