ISHARES U S ETF TR

Ticker: NEAR CUSIP: 46431W507 Class: BLACKROCK ST MAT

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

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

Q4 2025
Shares 19,033 Value ($000) $973 Avg Close — Range —
Q3 2025
Shares 25,239 Value ($000) $1,280 Avg Close — Range —
Q2 2025
Shares 27,781 Value ($000) $1,420 Avg Close — Range —
Q1 2025
Shares 159,620 Value ($000) $8,120 Avg Close — Range —
Q4 2024
Shares 164,264 Value ($000) $8,295 Avg Close — Range —
Q3 2024
Shares 150,829 Value ($000) $7,728 Avg Close — Range —
Q2 2024
Shares 137,524 Value ($000) $6,922 Avg Close — Range —