ISHARES TR

Ticker: MUB CUSIP: 464288414 Class: NATIONAL MUN ETF

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

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

Q4 2025
Shares 27,703 Value ($000) $2,967 Avg Close — Range —
Q3 2025
Shares 26,178 Value ($000) $2,788 Avg Close — Range —
Q2 2025
Shares 31,002 Value ($000) $3,239 Avg Close — Range —
Q1 2025
Shares 105,904 Value ($000) $11,167 Avg Close — Range —
Q4 2024
Shares 167,217 Value ($000) $17,817 Avg Close — Range —
Q3 2024
Shares 260,100 Value ($000) $28,255 Avg Close — Range —
Q2 2024
Shares 264,212 Value ($000) $28,152 Avg Close — Range —
Q1 2024
Shares 438,809 Value ($000) $47,216 Avg Close — Range —
Q4 2023
Shares 390,549 Value ($000) $42,339 Avg Close — Range —
Q3 2023
Shares 243,901 Value ($000) $25,010 Avg Close — Range —
Q2 2023
Shares 278,277 Value ($000) $29,700 Avg Close — Range —
Q1 2023
Shares 288,647 Value ($000) $31,099 Avg Close — Range —
Q4 2022
Shares 389,441 Value ($000) $41,094 Avg Close — Range —
Q3 2022
Shares 193,913 Value ($000) $19,892 Avg Close — Range —
Q2 2022
Shares 95,187 Value ($000) $10,124 Avg Close — Range —
Q1 2022
Shares 18,881 Value ($000) $2,070 Avg Close — Range —
Q4 2021
Shares 4,386 Value ($000) $510 Avg Close — Range —