ISHARES TR

Ticker: DGRO CUSIP: 46434V621 Class: CORE DIV GRWTH

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

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

Q4 2025
Shares 3,047 Value ($000) $212 Avg Close — Range —
Q3 2025
Shares 3,047 Value ($000) $207 Avg Close — Range —