VANGUARD WHITEHALL FDS

Ticker: VYM CUSIP: 921946406 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 2,901 Value ($000) $416 Avg Close — Range —
Q3 2025
Shares 3,002 Value ($000) $423 Avg Close — Range —
Q2 2025
Shares 2,713 Value ($000) $362 Avg Close — Range —
Q3 2023
Shares 2,033 Value ($000) $210 Avg Close — Range —
Q2 2023
Shares 2,033 Value ($000) $216 Avg Close — Range —
Q1 2023
Shares 2,033 Value ($000) $214 Avg Close — Range —
Q4 2022
Shares 2,645 Value ($000) $286 Avg Close — Range —
Q2 2022
Shares 2,051 Value ($000) $209 Avg Close — Range —
Q1 2022
Shares 1,905 Value ($000) $213 Avg Close — Range —
Q4 2021
Shares 1,871 Value ($000) $210 Avg Close — Range —