SPDR SER TR

Ticker: SPYG CUSIP: 78464A409 Class: PRTFLO S&P500 GW

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

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

Q1 2024
Shares 3,197 Value ($000) $234 Avg Close — Range —
Q4 2023
Shares 4,097 Value ($000) $267 Avg Close — Range —
Q3 2023
Shares 5,999 Value ($000) $356 Avg Close — Range —
Q2 2023
Shares 6,134 Value ($000) $374 Avg Close — Range —
Q1 2023
Shares 6,208 Value ($000) $344 Avg Close — Range —
Q4 2022
Shares 6,022 Value ($000) $305 Avg Close — Range —
Q3 2022
Shares 9,304 Value ($000) $466 Avg Close — Range —
Q2 2022
Shares 9,240 Value ($000) $483 Avg Close — Range —
Q1 2022
Shares 9,809 Value ($000) $649 Avg Close — Range —
Q4 2021
Shares 7,478 Value ($000) $542 Avg Close — Range —