ISHARES TR

Ticker: SCZ CUSIP: 464288273 Class: ETF

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

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

Q4 2025
Shares 10,003 Value ($000) $776 Avg Close — Range —
Q3 2025
Shares 10,003 Value ($000) $767 Avg Close — Range —
Q2 2025
Shares 10,003 Value ($000) $727 Avg Close — Range —
Q1 2025
Shares 10,003 Value ($000) $635 Avg Close — Range —
Q4 2024
Shares 17,129 Value ($000) $1,041 Avg Close — Range —
Q3 2024
Shares 17,129 Value ($000) $1,160 Avg Close — Range —
Q2 2024
Shares 17,129 Value ($000) $1,056 Avg Close — Range —
Q1 2024
Shares 17,129 Value ($000) $1,085 Avg Close — Range —
Q4 2023
Shares 17,129 Value ($000) $1,060 Avg Close — Range —
Q3 2023
Shares 17,129 Value ($000) $967 Avg Close — Range —
Q2 2023
Shares 17,129 Value ($000) $1,010 Avg Close — Range —
Q1 2023
Shares 7,232 Value ($000) $430 Avg Close — Range —
Q4 2022
Shares 7,435 Value ($000) $420 Avg Close — Range —
Q3 2022
Shares 7,435 Value ($000) $363 Avg Close — Range —
Q2 2022
Shares 7,176 Value ($000) $392 Avg Close — Range —
Q1 2022
Shares 7,176 Value ($000) $476 Avg Close — Range —
Q4 2021
Shares 7,655 Value ($000) $560 Avg Close — Range —