ISHARES TR

Ticker: SUSA CUSIP: 464288802 Class: MSCI USA ESG SLC

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

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

Q4 2025
Shares 2,192 Value ($000) $305 Avg Close Range
Q3 2025
Shares 2,192 Value ($000) $297 Avg Close Range
Q2 2025
Shares 1,992 Value ($000) $252 Avg Close Range