IDEX CORP

Ticker: IEX CUSIP: 45167R104 Class: COM

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

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

Q3 2025

Shares 1,332 Value ($000) $217 Avg Close $168.10 Range $156.58 - $186.19

Q2 2025

Shares 1,474 Value ($000) $259 Avg Close $175.50 Range $151.55 - $191.30

Q1 2025

Shares 1,286 Value ($000) $233 Avg Close $196.61 Range $174.31 - $223.39

Q4 2024

Shares 1,283 Value ($000) $269 Avg Close $215.48 Range $199.06 - $234.67

Q4 2021

Shares 1,122 Value ($000) $265 Avg Close $215.66 Range $193.65 - $228.27

Period	Shares	Value ($000)	Average Close	Price Range
Q3 2025	1,332	$217	$168.10	$156.58 - $186.19
Q2 2025	1,474	$259	$175.50	$151.55 - $191.30
Q1 2025	1,286	$233	$196.61	$174.31 - $223.39
Q4 2024	1,283	$269	$215.48	$199.06 - $234.67
Q4 2021	1,122	$265	$215.66	$193.65 - $228.27