VANGUARD INDEX FDS

Ticker: VBR CUSIP: 922908611 Class: SM CP VAL ETF

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

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

Q4 2025
Shares 1,064 Value ($000) $225 Avg Close — Range —
Q3 2025
Shares 1,064 Value ($000) $222 Avg Close — Range —
Q4 2024
Shares 14,920 Value ($000) $2,957 Avg Close — Range —
Q3 2024
Shares 14,311 Value ($000) $2,873 Avg Close — Range —
Q2 2024
Shares 14,260 Value ($000) $2,603 Avg Close — Range —
Q1 2024
Shares 14,824 Value ($000) $2,844 Avg Close — Range —
Q4 2023
Shares 46,157 Value ($000) $8,307 Avg Close — Range —
Q3 2023
Shares 46,424 Value ($000) $7,404 Avg Close — Range —
Q2 2023
Shares 46,659 Value ($000) $7,717 Avg Close — Range —
Q1 2023
Shares 46,415 Value ($000) $7,369 Avg Close — Range —
Q4 2022
Shares 47,101 Value ($000) $7,480 Avg Close — Range —
Q3 2022
Shares 46,673 Value ($000) $6,693 Avg Close — Range —
Q2 2022
Shares 48,473 Value ($000) $7,262 Avg Close — Range —
Q1 2022
Shares 46,122 Value ($000) $8,114 Avg Close — Range —
Q4 2021
Shares 46,109 Value ($000) $8,247 Avg Close — Range —