VANGUARD INDEX FDS

Ticker: VOE CUSIP: 922908512 Class: MCAP VL IDXVIP

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

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

Q4 2025
Shares 31,402 Value ($000) $5,570 Avg Close Range
Q3 2025
Shares 31,402 Value ($000) $5,482 Avg Close Range
Q2 2025
Shares 31,407 Value ($000) $5,165 Avg Close Range
Q1 2025
Shares 31,407 Value ($000) $5,042 Avg Close Range
Q4 2024
Shares 31,407 Value ($000) $5,081 Avg Close Range
Q3 2024
Shares 30,822 Value ($000) $5,168 Avg Close Range
Q2 2024
Shares 30,898 Value ($000) $4,648 Avg Close Range
Q1 2024
Shares 30,948 Value ($000) $4,825 Avg Close Range
Q4 2023
Shares 31,048 Value ($000) $4,502 Avg Close Range
Q3 2023
Shares 36,594 Value ($000) $4,792 Avg Close Range
Q2 2023
Shares 36,482 Value ($000) $5,048 Avg Close Range
Q1 2023
Shares 36,009 Value ($000) $4,828 Avg Close Range
Q4 2022
Shares 31,623 Value ($000) $4,277 Avg Close Range