ISHARES TR

Ticker: IDU CUSIP: 464287697 Class: Exchange Traded Fund

Forbes Financial Planning, Inc.'s Holding History (CIK: 0001911316)

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

Q4 2025
Shares 2,857 Value ($000) $310 Avg Close — Range —
Q3 2025
Shares 3,117 Value ($000) $346 Avg Close — Range —
Q2 2025
Shares 3,164 Value ($000) $331 Avg Close — Range —
Q1 2025
Shares 3,399 Value ($000) $345 Avg Close — Range —
Q4 2024
Shares 3,399 Value ($000) $327 Avg Close — Range —
Q3 2024
Shares 3,399 Value ($000) $347 Avg Close — Range —
Q2 2024
Shares 3,999 Value ($000) $299 Avg Close — Range —
Q1 2024
Shares 3,399 Value ($000) $287 Avg Close — Range —
Q4 2023
Shares 3,399 Value ($000) $272 Avg Close — Range —
Q3 2023
Shares 3,115 Value ($000) $229 Avg Close — Range —
Q2 2023
Shares 3,115 Value ($000) $255 Avg Close — Range —
Q1 2023
Shares 3,164 Value ($000) $265 Avg Close — Range —
Q4 2022
Shares 3,194 Value ($000) $259 Avg Close — Range —
Q3 2022
Shares 3,194 Value ($000) $259 Avg Close — Range —
Q2 2022
Shares 3,194 Value ($000) $272 Avg Close — Range —
Q1 2022
Shares 3,451 Value ($000) $314 Avg Close — Range —
Q4 2021
Shares 3,424 Value ($000) $304 Avg Close — Range —