ISHARES TR

Ticker: IJR CUSIP: 464287804 Class: CORE S&P SCP ETF

Forum Private Client Group LLC's Holding History (CIK: 0001910636)

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

Q4 2025
Shares 9,151 Value ($000) $1,100 Avg Close — Range —
Q3 2025
Shares 9,761 Value ($000) $1,160 Avg Close — Range —
Q2 2025
Shares 11,175 Value ($000) $1,221 Avg Close — Range —
Q1 2025
Shares 11,229 Value ($000) $1,174 Avg Close — Range —
Q4 2024
Shares 11,639 Value ($000) $1,341 Avg Close — Range —
Q3 2024
Shares 11,200 Value ($000) $1,310 Avg Close — Range —
Q2 2024
Shares 12,128 Value ($000) $1,294 Avg Close — Range —
Q1 2024
Shares 13,768 Value ($000) $1,522 Avg Close — Range —
Q4 2023
Shares 14,360 Value ($000) $1,554 Avg Close — Range —
Q2 2023
Shares 17,197 Value ($000) $1,714 Avg Close — Range —
Q1 2023
Shares 17,999 Value ($000) $1,740 Avg Close — Range —
Q4 2022
Shares 20,241 Value ($000) $1,916 Avg Close — Range —
Q3 2022
Shares 20,620 Value ($000) $1,798 Avg Close — Range —
Q2 2022
Shares 20,981 Value ($000) $1,939 Avg Close — Range —
Q1 2022
Shares 16,356 Value ($000) $1,765 Avg Close — Range —