ISHARES TR

Ticker: SHV CUSIP: 464288679 Class: SHORT TREAS BD

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

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

Q4 2025
Shares 33,548 Value ($000) $3,695 Avg Close — Range —
Q3 2025
Shares 30,628 Value ($000) $3,384 Avg Close — Range —
Q2 2025
Shares 21,738 Value ($000) $2,400 Avg Close — Range —
Q1 2025
Shares 21,068 Value ($000) $2,327 Avg Close — Range —
Q4 2024
Shares 31,184 Value ($000) $3,434 Avg Close — Range —
Q3 2024
Shares 25,115 Value ($000) $2,778 Avg Close — Range —
Q2 2024
Shares 42,306 Value ($000) $4,675 Avg Close — Range —
Q1 2024
Shares 32,007 Value ($000) $3,538 Avg Close — Range —
Q4 2023
Shares 27,220 Value ($000) $2,998 Avg Close — Range —
Q3 2023
Shares 28,952 Value ($000) $3,198 Avg Close — Range —
Q2 2023
Shares 29,829 Value ($000) $3,295 Avg Close — Range —
Q1 2023
Shares 18,219 Value ($000) $2,013 Avg Close — Range —