SCHWAB STRATEGIC TR

Ticker: SCHM CUSIP: 808524508 Class: US MID-CAP ETF

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

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

Q4 2025
Shares 7,396 Value ($000) $222 Avg Close — Range —
Q3 2025
Shares 7,276 Value ($000) $216 Avg Close — Range —