SUMITOMO MITSUI FINL GROUP I

Ticker: SMFG CUSIP: 86562M209 Class: ADR

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

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

Q4 2025
Shares 209,587 Value ($000) $4,051 Avg Close — Range —
Q3 2025
Shares 209,587 Value ($000) $3,508 Avg Close — Range —
Q2 2025
Shares 209,587 Value ($000) $3,167 Avg Close — Range —
Q1 2025
Shares 222,120 Value ($000) $3,434 Avg Close — Range —
Q4 2024
Shares 222,120 Value ($000) $3,219 Avg Close — Range —
Q3 2024
Shares 193,123 Value ($000) $2,439 Avg Close — Range —
Q2 2024
Shares 193,123 Value ($000) $2,590 Avg Close — Range —
Q1 2024
Shares 193,123 Value ($000) $2,273 Avg Close — Range —
Q4 2023
Shares 188,813 Value ($000) $1,828 Avg Close — Range —
Q3 2023
Shares 163,313 Value ($000) $1,609 Avg Close — Range —
Q2 2023
Shares 163,313 Value ($000) $1,404 Avg Close — Range —
Q1 2023
Shares 163,362 Value ($000) $1,307 Avg Close — Range —
Q4 2022
Shares 163,331 Value ($000) $1,310 Avg Close — Range —
Q3 2022
Shares 160,313 Value ($000) $882 Avg Close — Range —
Q2 2022
Shares 160,313 Value ($000) $946 Avg Close — Range —
Q1 2022
Shares 160,313 Value ($000) $1,005 Avg Close — Range —
Q4 2021
Shares 160,313 Value ($000) $1,089 Avg Close — Range —