ISHARES TR

Ticker: IJT CUSIP: 464287887 Class: S&P SML 600 GWT

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

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

Q4 2025
Shares 4,080 Value ($000) $576 Avg Close — Range —
Q3 2025
Shares 4,435 Value ($000) $628 Avg Close — Range —
Q2 2025
Shares 4,583 Value ($000) $610 Avg Close — Range —
Q1 2025
Shares 6,050 Value ($000) $753 Avg Close — Range —
Q4 2024
Shares 6,066 Value ($000) $821 Avg Close — Range —
Q3 2024
Shares 20,111 Value ($000) $2,805 Avg Close — Range —
Q2 2024
Shares 20,386 Value ($000) $2,618 Avg Close — Range —
Q1 2024
Shares 21,174 Value ($000) $2,768 Avg Close — Range —
Q4 2023
Shares 21,997 Value ($000) $2,753 Avg Close — Range —
Q3 2023
Shares 22,181 Value ($000) $2,433 Avg Close — Range —
Q2 2023
Shares 22,598 Value ($000) $2,597 Avg Close — Range —
Q1 2023
Shares 22,782 Value ($000) $2,505 Avg Close — Range —
Q4 2022
Shares 23,211 Value ($000) $2,360 Avg Close — Range —
Q3 2022
Shares 23,211 Value ($000) $2,360 Avg Close — Range —
Q2 2022
Shares 23,232 Value ($000) $2,457 Avg Close — Range —
Q1 2022
Shares 23,932 Value ($000) $3,008 Avg Close — Range —
Q4 2021
Shares 24,020 Value ($000) $3,334 Avg Close — Range —