ISHARES TR

Ticker: IEF CUSIP: 464287440 Class: Fixed Income ETF

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

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

Q4 2025
Shares 11,994 Value ($000) $1,153 Avg Close — Range —
Q3 2025
Shares 11,999 Value ($000) $1,157 Avg Close — Range —
Q2 2025
Shares 12,385 Value ($000) $1,186 Avg Close — Range —
Q1 2025
Shares 52,023 Value ($000) $4,961 Avg Close — Range —
Q4 2024
Shares 52,073 Value ($000) $4,814 Avg Close — Range —
Q3 2024
Shares 52,073 Value ($000) $5,109 Avg Close — Range —
Q2 2024
Shares 52,494 Value ($000) $4,916 Avg Close — Range —
Q1 2024
Shares 52,494 Value ($000) $4,969 Avg Close — Range —
Q4 2023
Shares 48,194 Value ($000) $4,645 Avg Close — Range —
Q3 2023
Shares 7,969 Value ($000) $730 Avg Close — Range —
Q2 2023
Shares 5,269 Value ($000) $509 Avg Close — Range —