ISHARES TR

Ticker: SUB CUSIP: 464288158 Class: SHRT NAT MUN ETF

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

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

Q4 2024
Shares 18,025 Value ($000) $1,901 Avg Close — Range —
Q3 2024
Shares 18,025 Value ($000) $1,914 Avg Close — Range —
Q2 2024
Shares 18,830 Value ($000) $1,969 Avg Close — Range —
Q1 2024
Shares 18,830 Value ($000) $1,972 Avg Close — Range —
Q4 2023
Shares 28,346 Value ($000) $2,989 Avg Close — Range —
Q3 2023
Shares 28,346 Value ($000) $2,916 Avg Close — Range —
Q2 2023
Shares 28,346 Value ($000) $2,949 Avg Close — Range —
Q1 2023
Shares 36,066 Value ($000) $3,775 Avg Close — Range —
Q4 2022
Shares 31,227 Value ($000) $3,256 Avg Close — Range —
Q3 2022
Shares 31,227 Value ($000) $3,206 Avg Close — Range —
Q2 2022
Shares 35,098 Value ($000) $3,674 Avg Close — Range —