ISHARES TR

Ticker: IUSB CUSIP: 46434V613 Class: CORE TOTAL USD

Forum Private Client Group LLC's Holding History (CIK: 0001910636)

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

Q4 2025
Shares 336,479 Value ($000) $15,660 Avg Close — Range —
Q3 2025
Shares 321,048 Value ($000) $14,996 Avg Close — Range —
Q2 2025
Shares 315,713 Value ($000) $14,595 Avg Close — Range —
Q1 2025
Shares 301,504 Value ($000) $13,893 Avg Close — Range —
Q4 2024
Shares 289,784 Value ($000) $13,098 Avg Close — Range —
Q3 2024
Shares 276,537 Value ($000) $13,030 Avg Close — Range —
Q2 2024
Shares 263,686 Value ($000) $11,924 Avg Close — Range —
Q1 2024
Shares 255,804 Value ($000) $11,662 Avg Close — Range —
Q4 2023
Shares 240,692 Value ($000) $11,089 Avg Close — Range —
Q2 2023
Shares 212,232 Value ($000) $9,650 Avg Close — Range —
Q1 2023
Shares 192,307 Value ($000) $8,875 Avg Close — Range —
Q4 2022
Shares 182,625 Value ($000) $8,205 Avg Close — Range —
Q3 2022
Shares 177,635 Value ($000) $7,905 Avg Close — Range —
Q2 2022
Shares 169,110 Value ($000) $7,918 Avg Close — Range —
Q1 2022
Shares 142,059 Value ($000) $7,050 Avg Close — Range —