BROADRIDGE FINL SOLUTIONS IN

Ticker: BR CUSIP: 11133T103 Class: COM

Forum Financial Management, LP's Holding History (CIK: 0001911832)

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

Q2 2025
Shares 833 Value ($000) $202 Avg Close $235.04 Range $209.84 - $244.67
Q1 2025
Shares 832 Value ($000) $202 Avg Close $231.86 Range $216.57 - $242.74