ISHARES TR

Ticker: REET CUSIP: 46434V647 Class: GLOBAL REIT ETF

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

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

Q2 2024
Shares 8,827 Value ($000) $205 Avg Close — Range —
Q1 2024
Shares 10,535 Value ($000) $249 Avg Close — Range —
Q4 2023
Shares 11,415 Value ($000) $276 Avg Close — Range —
Q3 2023
Shares 19,847 Value ($000) $420 Avg Close — Range —
Q2 2023
Shares 10,828 Value ($000) $249 Avg Close — Range —
Q1 2023
Shares 12,613 Value ($000) $289 Avg Close — Range —
Q4 2022
Shares 11,534 Value ($000) $262 Avg Close — Range —
Q3 2022
Shares 21,994 Value ($000) $468 Avg Close — Range —