ISHARES TR

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

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

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

Q4 2025
Shares 3,305 Value ($000) $397 Avg Close — Range —
Q3 2025
Shares 3,305 Value ($000) $393 Avg Close — Range —
Q2 2025
Shares 3,305 Value ($000) $361 Avg Close — Range —
Q1 2025
Shares 2,559 Value ($000) $268 Avg Close — Range —
Q4 2024
Shares 3,748 Value ($000) $432 Avg Close — Range —
Q3 2024
Shares 2,648 Value ($000) $310 Avg Close — Range —
Q2 2024
Shares 2,253 Value ($000) $240 Avg Close — Range —
Q1 2024
Shares 51,812 Value ($000) $5,726 Avg Close — Range —
Q4 2023
Shares 1,887 Value ($000) $204 Avg Close — Range —
Q3 2023
Shares 2,553 Value ($000) $241 Avg Close — Range —
Q2 2023
Shares 2,363 Value ($000) $235 Avg Close — Range —
Q2 2022
Shares 2,268 Value ($000) $210 Avg Close — Range —