ISHARES TR

Ticker: IWS CUSIP: 464287473 Class: Exchange Traded Fund

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

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

Q4 2023
Shares 2,333 Value ($000) $271 Avg Close — Range —
Q3 2023
Shares 2,741 Value ($000) $286 Avg Close — Range —
Q2 2023
Shares 2,599 Value ($000) $285 Avg Close — Range —
Q1 2023
Shares 2,625 Value ($000) $279 Avg Close — Range —
Q4 2022
Shares 2,616 Value ($000) $276 Avg Close — Range —