VANGUARD INDEX FDS

Ticker: VTI CUSIP: 922908769 Class: TOTAL STK MKT

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

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

Q4 2025
Shares 12,942 Value ($000) $4,339 Avg Close — Range —
Q3 2025
Shares 13,172 Value ($000) $4,323 Avg Close — Range —
Q2 2025
Shares 14,192 Value ($000) $4,313 Avg Close — Range —
Q1 2025
Shares 12,859 Value ($000) $3,534 Avg Close — Range —
Q4 2024
Shares 11,938 Value ($000) $3,460 Avg Close — Range —
Q3 2024
Shares 8,907 Value ($000) $2,522 Avg Close — Range —
Q2 2024
Shares 4,771 Value ($000) $1,276 Avg Close — Range —
Q1 2024
Shares 4,461 Value ($000) $1,159 Avg Close — Range —
Q4 2023
Shares 4,961 Value ($000) $1,177 Avg Close — Range —
Q3 2023
Shares 8,061 Value ($000) $1,712 Avg Close — Range —
Q2 2023
Shares 8,061 Value ($000) $1,776 Avg Close — Range —
Q1 2023
Shares 8,061 Value ($000) $1,645 Avg Close — Range —
Q4 2022
Shares 4,959 Value ($000) $948 Avg Close — Range —