SPDR S&P MIDCAP 400 ETF TR

Ticker: MDY CUSIP: 78467Y107 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 1,876 Value ($000) $1,132 Avg Close — Range —
Q3 2025
Shares 1,876 Value ($000) $1,118 Avg Close — Range —
Q2 2025
Shares 1,876 Value ($000) $1,063 Avg Close — Range —
Q1 2025
Shares 1,876 Value ($000) $1,001 Avg Close — Range —
Q4 2024
Shares 1,950 Value ($000) $1,111 Avg Close — Range —
Q3 2024
Shares 1,950 Value ($000) $1,111 Avg Close — Range —
Q2 2024
Shares 1,960 Value ($000) $1,049 Avg Close — Range —
Q1 2024
Shares 1,960 Value ($000) $1,091 Avg Close — Range —
Q4 2023
Shares 1,960 Value ($000) $994 Avg Close — Range —
Q3 2023
Shares 2,140 Value ($000) $977 Avg Close — Range —
Q2 2023
Shares 2,140 Value ($000) $1,025 Avg Close — Range —
Q1 2023
Shares 2,170 Value ($000) $995 Avg Close — Range —