VANGUARD BD INDEX FDS

Ticker: BND CUSIP: 921937835 Class: TOTAL BND MRKT

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

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

Q4 2025
Shares 8,473 Value ($000) $628 Avg Close — Range —
Q3 2025
Shares 6,698 Value ($000) $498 Avg Close — Range —
Q2 2025
Shares 5,986 Value ($000) $441 Avg Close — Range —
Q1 2025
Shares 5,713 Value ($000) $420 Avg Close — Range —
Q4 2024
Shares 5,774 Value ($000) $415 Avg Close — Range —
Q3 2024
Shares 3,664 Value ($000) $275 Avg Close — Range —
Q2 2024
Shares 4,479 Value ($000) $323 Avg Close — Range —
Q1 2024
Shares 6,239 Value ($000) $453 Avg Close — Range —
Q4 2023
Shares 5,508 Value ($000) $405 Avg Close — Range —
Q3 2023
Shares 6,446 Value ($000) $450 Avg Close — Range —
Q2 2023
Shares 7,557 Value ($000) $549 Avg Close — Range —
Q1 2023
Shares 6,288 Value ($000) $464 Avg Close — Range —
Q4 2022
Shares 8,038 Value ($000) $577 Avg Close — Range —
Q3 2022
Shares 6,361 Value ($000) $454 Avg Close — Range —
Q2 2022
Shares 8,857 Value ($000) $667 Avg Close — Range —
Q1 2022
Shares 15,979 Value ($000) $1,270 Avg Close — Range —
Q4 2021
Shares 14,875 Value ($000) $1,261 Avg Close — Range —