ISHARES TR

Ticker: IEFA CUSIP: 46432F842 Class: CORE MSCI EAFE

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

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

Q4 2025
Shares 5,677 Value ($000) $508 Avg Close — Range —
Q3 2025
Shares 5,999 Value ($000) $524 Avg Close — Range —
Q2 2025
Shares 6,074 Value ($000) $507 Avg Close — Range —
Q1 2025
Shares 10,155 Value ($000) $768 Avg Close — Range —
Q4 2024
Shares 9,756 Value ($000) $686 Avg Close — Range —
Q3 2024
Shares 3,274 Value ($000) $256 Avg Close — Range —
Q2 2024
Shares 3,801 Value ($000) $276 Avg Close — Range —
Q1 2024
Shares 3,498 Value ($000) $260 Avg Close — Range —
Q4 2023
Shares 3,456 Value ($000) $243 Avg Close — Range —
Q1 2023
Shares 3,592 Value ($000) $240 Avg Close — Range —
Q4 2021
Shares 2,882 Value ($000) $215 Avg Close — Range —