VANGUARD INDEX FDS

Ticker: VNQ CUSIP: 922908553 Class: REAL ESTATE ETF

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

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

Q4 2025
Shares 10,432 Value ($000) $923 Avg Close — Range —
Q3 2025
Shares 10,000 Value ($000) $914 Avg Close — Range —
Q2 2025
Shares 9,666 Value ($000) $861 Avg Close — Range —
Q1 2025
Shares 9,793 Value ($000) $887 Avg Close — Range —
Q4 2024
Shares 9,975 Value ($000) $889 Avg Close — Range —
Q3 2024
Shares 9,836 Value ($000) $958 Avg Close — Range —
Q2 2024
Shares 9,544 Value ($000) $799 Avg Close — Range —
Q1 2024
Shares 10,069 Value ($000) $871 Avg Close — Range —
Q4 2023
Shares 10,144 Value ($000) $896 Avg Close — Range —
Q3 2023
Shares 9,935 Value ($000) $752 Avg Close — Range —
Q2 2023
Shares 10,454 Value ($000) $874 Avg Close — Range —
Q1 2023
Shares 5,155 Value ($000) $428 Avg Close — Range —
Q4 2022
Shares 4,424 Value ($000) $365 Avg Close — Range —
Q3 2022
Shares 5,109 Value ($000) $410 Avg Close — Range —
Q2 2022
Shares 5,309 Value ($000) $484 Avg Close — Range —
Q1 2022
Shares 3,296 Value ($000) $357 Avg Close — Range —
Q4 2021
Shares 3,398 Value ($000) $394 Avg Close — Range —