VANGUARD SCOTTSDALE FDS

Ticker: VTHR CUSIP: 92206C599 Class: ETF-EQUITY

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

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

Q4 2025
Shares 2,462 Value ($000) $740 Avg Close — Range —
Q3 2025
Shares 2,455 Value ($000) $723 Avg Close — Range —
Q2 2025
Shares 2,448 Value ($000) $668 Avg Close — Range —
Q1 2025
Shares 2,441 Value ($000) $602 Avg Close — Range —
Q4 2024
Shares 2,434 Value ($000) $632 Avg Close — Range —
Q3 2024
Shares 2,426 Value ($000) $615 Avg Close — Range —
Q2 2024
Shares 2,411 Value ($000) $578 Avg Close — Range —
Q1 2024
Shares 2,411 Value ($000) $562 Avg Close — Range —
Q4 2023
Shares 2,404 Value ($000) $512 Avg Close — Range —
Q3 2023
Shares 2,393 Value ($000) $457 Avg Close — Range —
Q2 2023
Shares 2,384 Value ($000) $471 Avg Close — Range —
Q1 2023
Shares 2,374 Value ($000) $435 Avg Close — Range —
Q4 2022
Shares 2,366 Value ($000) $406 Avg Close — Range —