VANGUARD INDEX FDS

Ticker: VOE CUSIP: 922908512 Class: MCAP VL IDXVIP

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

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

Q4 2025
Shares 2,143 Value ($000) $380 Avg Close Range
Q3 2025
Shares 1,872 Value ($000) $327 Avg Close Range
Q2 2025
Shares 1,500 Value ($000) $247 Avg Close Range
Q1 2025
Shares 1,420 Value ($000) $228 Avg Close Range
Q4 2024
Shares 1,488 Value ($000) $241 Avg Close Range
Q3 2024
Shares 1,400 Value ($000) $235 Avg Close Range