VANGUARD BD INDEX FDS

Ticker: BSV CUSIP: 921937827 Class: SHORT TRM BOND

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

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

Q4 2025
Shares 109,618 Value ($000) $8,639 Avg Close — Range —
Q3 2025
Shares 90,263 Value ($000) $7,123 Avg Close — Range —
Q2 2025
Shares 76,274 Value ($000) $6,003 Avg Close — Range —
Q1 2025
Shares 78,724 Value ($000) $6,163 Avg Close — Range —
Q4 2024
Shares 77,124 Value ($000) $5,959 Avg Close — Range —
Q3 2024
Shares 78,227 Value ($000) $6,156 Avg Close — Range —
Q2 2024
Shares 71,967 Value ($000) $5,520 Avg Close — Range —
Q1 2024
Shares 71,042 Value ($000) $5,447 Avg Close — Range —
Q4 2023
Shares 71,262 Value ($000) $5,489 Avg Close — Range —
Q3 2023
Shares 44,087 Value ($000) $3,314 Avg Close — Range —
Q2 2023
Shares 42,962 Value ($000) $3,247 Avg Close — Range —
Q1 2023
Shares 45,087 Value ($000) $3,449 Avg Close — Range —
Q4 2022
Shares 46,062 Value ($000) $3,468 Avg Close — Range —