LITHIA MTRS INC

Ticker: LAD CUSIP: 536797103 Class: EQTY

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

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

Q4 2025

Shares 982 Value ($000) $326 Avg Close $317.53 Range $283.97 - $360.56

Q3 2025

Shares 982 Value ($000) $310 Avg Close $322.59 Range $283.54 - $359.00

Q2 2025

Shares 881 Value ($000) $298 Avg Close $309.32 Range $262.10 - $343.15

Q1 2025

Shares 689 Value ($000) $202 Avg Close $340.53 Range $280.70 - $405.14

Q4 2024

Shares 564 Value ($000) $202 Avg Close $352.27 Range $298.09 - $405.68

Q2 2022

Shares 788 Value ($000) $217 Avg Close $291.54 Range $252.56 - $322.17

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	982	$326	$317.53	$283.97 - $360.56
Q3 2025	982	$310	$322.59	$283.54 - $359.00
Q2 2025	881	$298	$309.32	$262.10 - $343.15
Q1 2025	689	$202	$340.53	$280.70 - $405.14
Q4 2024	564	$202	$352.27	$298.09 - $405.68
Q2 2022	788	$217	$291.54	$252.56 - $322.17