ISHARES TR

Ticker: MTUM CUSIP: 46432F396 Class: MSCI USA MMENTM

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

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

Q4 2025
Shares 12,069 Value ($000) $3,021 Avg Close — Range —
Q3 2025
Shares 11,856 Value ($000) $3,040 Avg Close — Range —
Q2 2025
Shares 11,235 Value ($000) $2,700 Avg Close — Range —
Q1 2025
Shares 12,056 Value ($000) $2,437 Avg Close — Range —
Q4 2024
Shares 12,949 Value ($000) $2,679 Avg Close — Range —