SELECT SECTOR SPDR TR

Ticker: XLV CUSIP: 81369Y209 Class: SBI HEALTHCARE

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

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

Q4 2025
Shares 3,293 Value ($000) $510 Avg Close — Range —
Q3 2025
Shares 3,103 Value ($000) $432 Avg Close — Range —
Q2 2025
Shares 3,522 Value ($000) $475 Avg Close — Range —
Q1 2025
Shares 3,074 Value ($000) $449 Avg Close — Range —
Q4 2024
Shares 7,407 Value ($000) $1,019 Avg Close — Range —
Q3 2024
Shares 7,437 Value ($000) $1,145 Avg Close — Range —
Q2 2024
Shares 7,411 Value ($000) $1,080 Avg Close — Range —
Q1 2024
Shares 2,772 Value ($000) $410 Avg Close — Range —
Q4 2023
Shares 2,802 Value ($000) $382 Avg Close — Range —
Q3 2023
Shares 2,966 Value ($000) $382 Avg Close — Range —
Q2 2023
Shares 3,168 Value ($000) $421 Avg Close — Range —
Q1 2023
Shares 3,322 Value ($000) $430 Avg Close — Range —