SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

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

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

Q4 2024
Shares 9,320 Value ($000) $450 Avg Close — Range —
Q3 2024
Shares 8,798 Value ($000) $399 Avg Close — Range —
Q2 2024
Shares 8,785 Value ($000) $361 Avg Close — Range —