ISHARES TR

Ticker: IUSG CUSIP: 464287671 Class: CORE S&P US GWT

ForthRight Wealth Management, LLC's Holding History (CIK: 0001841633)

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

Q4 2025
Shares 176,125 Value ($000) $29,578 Avg Close — Range —
Q3 2025
Shares 179,898 Value ($000) $29,600 Avg Close — Range —
Q2 2025
Shares 181,076 Value ($000) $27,234 Avg Close — Range —
Q1 2025
Shares 174,753 Value ($000) $22,208 Avg Close — Range —
Q4 2024
Shares 173,367 Value ($000) $24,159 Avg Close — Range —
Q3 2024
Shares 177,514 Value ($000) $23,416 Avg Close — Range —
Q2 2024
Shares 192,454 Value ($000) $24,534 Avg Close — Range —
Q1 2024
Shares 203,043 Value ($000) $23,799 Avg Close — Range —
Q4 2023
Shares 204,967 Value ($000) $21,337 Avg Close — Range —
Q3 2023
Shares 202,324 Value ($000) $19,186 Avg Close — Range —
Q2 2023
Shares 204,582 Value ($000) $19,975 Avg Close — Range —
Q1 2023
Shares 207,869 Value ($000) $18,452 Avg Close — Range —
Q4 2022
Shares 202,572 Value ($000) $16,514 Avg Close — Range —
Q3 2022
Shares 200,476 Value ($000) $16,074 Avg Close — Range —
Q2 2022
Shares 197,265 Value ($000) $16,511 Avg Close — Range —
Q1 2022
Shares 207,210 Value ($000) $21,894 Avg Close — Range —
Q4 2021
Shares 182,749 Value ($000) $21,133 Avg Close — Range —
Q3 2021
Shares 189,221 Value ($000) $19,378 Avg Close — Range —
Q2 2021
Shares 185,777 Value ($000) $18,760 Avg Close — Range —
Q1 2021
Shares 183,485 Value ($000) $16,659 Avg Close — Range —
Q4 2020
Shares 196,371 Value ($000) $17,416 Avg Close — Range —