VANGUARD INDEX FDS

Ticker: VBR CUSIP: 922908611 Class: SM CP VAL ETF

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

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

Q4 2025
Shares 15,924 Value ($000) $3,373 Avg Close Range
Q3 2025
Shares 15,924 Value ($000) $3,323 Avg Close Range
Q2 2025
Shares 15,924 Value ($000) $3,105 Avg Close Range
Q1 2025
Shares 15,924 Value ($000) $2,966 Avg Close Range
Q4 2024
Shares 15,964 Value ($000) $3,164 Avg Close Range
Q3 2024
Shares 15,964 Value ($000) $3,205 Avg Close Range
Q2 2024
Shares 15,965 Value ($000) $2,914 Avg Close Range
Q1 2024
Shares 16,053 Value ($000) $3,080 Avg Close Range
Q4 2023
Shares 16,268 Value ($000) $2,928 Avg Close Range
Q3 2023
Shares 19,046 Value ($000) $3,038 Avg Close Range
Q2 2023
Shares 19,046 Value ($000) $3,150 Avg Close Range
Q1 2023
Shares 19,046 Value ($000) $3,024 Avg Close Range
Q4 2022
Shares 16,268 Value ($000) $2,583 Avg Close Range