ISHARES TR

Ticker: IJR CUSIP: 464287804 Class: CORE S&P SCP ETF

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

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

Q4 2025
Shares 16,186 Value ($000) $1,945 Avg Close — Range —
Q3 2025
Shares 16,253 Value ($000) $1,931 Avg Close — Range —
Q2 2025
Shares 16,186 Value ($000) $1,769 Avg Close — Range —
Q1 2025
Shares 16,186 Value ($000) $1,693 Avg Close — Range —
Q4 2024
Shares 16,186 Value ($000) $1,865 Avg Close — Range —
Q3 2024
Shares 14,414 Value ($000) $1,686 Avg Close — Range —
Q2 2024
Shares 13,717 Value ($000) $1,463 Avg Close — Range —
Q1 2024
Shares 13,771 Value ($000) $1,522 Avg Close — Range —
Q4 2023
Shares 14,071 Value ($000) $1,523 Avg Close — Range —
Q3 2023
Shares 14,071 Value ($000) $1,327 Avg Close — Range —
Q2 2023
Shares 14,071 Value ($000) $1,402 Avg Close — Range —
Q1 2023
Shares 14,071 Value ($000) $1,361 Avg Close — Range —
Q4 2022
Shares 13,771 Value ($000) $1,303 Avg Close — Range —