SELECT SECTOR SPDR TR

Ticker: XLI CUSIP: 81369Y704 Class: INDL

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

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

Q4 2024
Shares 1,890 Value ($000) $249 Avg Close — Range —
Q3 2024
Shares 1,796 Value ($000) $243 Avg Close — Range —
Q2 2024
Shares 1,788 Value ($000) $218 Avg Close — Range —