VANGUARD INDEX FDS

Ticker: VOO CUSIP: 922908363 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 12,251 Value ($000) $7,683 Avg Close — Range —
Q3 2025
Shares 12,137 Value ($000) $7,432 Avg Close — Range —
Q2 2025
Shares 11,834 Value ($000) $6,722 Avg Close — Range —
Q1 2025
Shares 11,650 Value ($000) $5,987 Avg Close — Range —
Q4 2024
Shares 8,380 Value ($000) $4,515 Avg Close — Range —
Q3 2024
Shares 6,821 Value ($000) $3,599 Avg Close — Range —
Q2 2024
Shares 6,485 Value ($000) $3,243 Avg Close — Range —
Q1 2024
Shares 6,018 Value ($000) $2,893 Avg Close — Range —
Q4 2023
Shares 5,374 Value ($000) $2,347 Avg Close — Range —
Q3 2023
Shares 4,788 Value ($000) $1,880 Avg Close — Range —
Q2 2023
Shares 4,433 Value ($000) $1,806 Avg Close — Range —
Q1 2023
Shares 3,759 Value ($000) $1,414 Avg Close — Range —
Q4 2022
Shares 3,436 Value ($000) $1,207 Avg Close — Range —
Q3 2022
Shares 1,655 Value ($000) $543 Avg Close — Range —
Q2 2022
Shares 861 Value ($000) $299 Avg Close — Range —
Q1 2022
Shares 749 Value ($000) $311 Avg Close — Range —
Q4 2021
Shares 601 Value ($000) $262 Avg Close — Range —