ISHARES TR

Ticker: IJH CUSIP: 464287507 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 5,296 Value ($000) $350 Avg Close — Range —
Q3 2025
Shares 5,296 Value ($000) $346 Avg Close — Range —
Q2 2025
Shares 6,146 Value ($000) $381 Avg Close — Range —
Q1 2025
Shares 4,818 Value ($000) $281 Avg Close — Range —
Q4 2024
Shares 5,612 Value ($000) $350 Avg Close — Range —
Q3 2024
Shares 6,296 Value ($000) $392 Avg Close — Range —
Q2 2024
Shares 5,895 Value ($000) $345 Avg Close — Range —
Q1 2024
Shares 4,616 Value ($000) $280 Avg Close — Range —
Q4 2023
Shares 896 Value ($000) $248 Avg Close — Range —
Q3 2023
Shares 863 Value ($000) $215 Avg Close — Range —
Q2 2023
Shares 876 Value ($000) $229 Avg Close — Range —
Q1 2023
Shares 960 Value ($000) $240 Avg Close — Range —