ISHARES TR

Ticker: EFA CUSIP: 464287465 Class: MSCI EAFE ETF

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

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

Q4 2025
Shares 5,559 Value ($000) $534 Avg Close — Range —
Q3 2025
Shares 5,613 Value ($000) $524 Avg Close — Range —
Q2 2025
Shares 5,613 Value ($000) $502 Avg Close — Range —
Q1 2025
Shares 5,613 Value ($000) $459 Avg Close — Range —
Q4 2024
Shares 5,611 Value ($000) $424 Avg Close — Range —
Q3 2024
Shares 5,611 Value ($000) $469 Avg Close — Range —
Q2 2024
Shares 6,273 Value ($000) $491 Avg Close — Range —
Q1 2024
Shares 9,783 Value ($000) $781 Avg Close — Range —
Q4 2023
Shares 10,824 Value ($000) $816 Avg Close — Range —
Q3 2023
Shares 10,671 Value ($000) $735 Avg Close — Range —
Q2 2023
Shares 12,071 Value ($000) $875 Avg Close — Range —
Q1 2023
Shares 14,759 Value ($000) $1,056 Avg Close — Range —
Q4 2022
Shares 14,668 Value ($000) $963 Avg Close — Range —
Q3 2022
Shares 14,668 Value ($000) $822 Avg Close — Range —
Q2 2022
Shares 14,163 Value ($000) $885 Avg Close — Range —
Q1 2022
Shares 12,743 Value ($000) $937 Avg Close — Range —
Q4 2021
Shares 12,743 Value ($000) $1,003 Avg Close — Range —