ISHARES TR

Ticker: IWP CUSIP: 464287481 Class: RUS MD CP GR ETF

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

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

Q4 2025
Shares 1,691 Value ($000) $232 Avg Close — Range —
Q3 2025
Shares 1,691 Value ($000) $241 Avg Close — Range —
Q2 2025
Shares 1,691 Value ($000) $235 Avg Close — Range —
Q4 2024
Shares 1,691 Value ($000) $214 Avg Close — Range —