VANGUARD SPECIALIZED FUNDS

Ticker: VIG CUSIP: 921908844 Class: DIV APP ETF

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

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

Q4 2025
Shares 7,166 Value ($000) $1,575 Avg Close — Range —
Q3 2025
Shares 6,984 Value ($000) $1,507 Avg Close — Range —
Q2 2025
Shares 6,994 Value ($000) $1,432 Avg Close — Range —
Q1 2025
Shares 6,966 Value ($000) $1,351 Avg Close — Range —
Q4 2024
Shares 6,502 Value ($000) $1,273 Avg Close — Range —
Q3 2024
Shares 6,326 Value ($000) $1,253 Avg Close — Range —
Q2 2024
Shares 5,486 Value ($000) $1,001 Avg Close — Range —
Q1 2024
Shares 4,870 Value ($000) $889 Avg Close — Range —
Q4 2023
Shares 4,712 Value ($000) $803 Avg Close — Range —
Q3 2023
Shares 4,204 Value ($000) $653 Avg Close — Range —
Q2 2023
Shares 4,221 Value ($000) $686 Avg Close — Range —
Q1 2023
Shares 4,386 Value ($000) $675 Avg Close — Range —
Q4 2022
Shares 4,433 Value ($000) $673 Avg Close — Range —
Q3 2022
Shares 1,616 Value ($000) $218 Avg Close — Range —
Q2 2022
Shares 1,856 Value ($000) $266 Avg Close — Range —
Q1 2022
Shares 2,019 Value ($000) $327 Avg Close — Range —
Q4 2021
Shares 2,030 Value ($000) $349 Avg Close — Range —