ISHARES TR

Ticker: QUAL CUSIP: 46432F339 Class: ETF

Forthright Family Wealth Advisory LLC's Holding History (CIK: 0002008648)

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

Q4 2025
Shares 57,535 Value ($000) $11,428 Avg Close — Range —
Q3 2025
Shares 56,671 Value ($000) $11,023 Avg Close — Range —
Q2 2025
Shares 58,295 Value ($000) $10,657 Avg Close — Range —
Q1 2025
Shares 59,532 Value ($000) $10,173 Avg Close — Range —
Q4 2024
Shares 58,486 Value ($000) $10,415 Avg Close — Range —
Q3 2024
Shares 56,676 Value ($000) $10,568 Avg Close — Range —
Q2 2024
Shares 61,119 Value ($000) $10,437 Avg Close — Range —
Q1 2024
Shares 60,585 Value ($000) $9,957 Avg Close — Range —
Q4 2023
Shares 58,351 Value ($000) $8,586 Avg Close — Range —