ISHARES TR

Ticker: DGRO CUSIP: 46434V621 Class: CORE DIV GRWTH

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

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

Q4 2025
Shares 142,036 Value ($000) $9,861 Avg Close — Range —
Q3 2025
Shares 77,499 Value ($000) $5,289 Avg Close — Range —
Q2 2025
Shares 74,865 Value ($000) $4,787 Avg Close — Range —
Q1 2025
Shares 70,279 Value ($000) $4,342 Avg Close — Range —
Q4 2024
Shares 70,336 Value ($000) $4,314 Avg Close — Range —
Q3 2024
Shares 70,556 Value ($000) $4,423 Avg Close — Range —
Q2 2024
Shares 68,905 Value ($000) $3,970 Avg Close — Range —
Q1 2024
Shares 68,015 Value ($000) $3,949 Avg Close — Range —
Q4 2023
Shares 64,701 Value ($000) $3,482 Avg Close — Range —
Q3 2023
Shares 60,765 Value ($000) $3,010 Avg Close — Range —
Q2 2023
Shares 60,629 Value ($000) $3,124 Avg Close — Range —
Q1 2023
Shares 60,292 Value ($000) $3,014 Avg Close — Range —
Q4 2022
Shares 8,208 Value ($000) $365 Avg Close — Range —
Q3 2022
Shares 8,208 Value ($000) $365 Avg Close — Range —
Q2 2022
Shares 8,253 Value ($000) $394 Avg Close — Range —
Q1 2022
Shares 8,253 Value ($000) $441 Avg Close — Range —
Q4 2021
Shares 6,958 Value ($000) $387 Avg Close — Range —