ISHARES TR

Ticker: ESGU CUSIP: 46435G425 Class: ESG AWR MSCI USA

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

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

Q4 2025
Shares 2,011 Value ($000) $300 Avg Close — Range —
Q3 2025
Shares 1,752 Value ($000) $255 Avg Close — Range —
Q4 2024
Shares 2,512 Value ($000) $324 Avg Close — Range —