VANGUARD INDEX FDS

Ticker: VO CUSIP: 922908629 Class: MID CAP ETF

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

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

Q4 2025
Shares 2,568 Value ($000) $745 Avg Close — Range —
Q3 2025
Shares 1,948 Value ($000) $572 Avg Close — Range —
Q2 2025
Shares 2,398 Value ($000) $671 Avg Close — Range —
Q1 2025
Shares 2,335 Value ($000) $604 Avg Close — Range —
Q4 2024
Shares 2,209 Value ($000) $584 Avg Close — Range —
Q3 2024
Shares 2,046 Value ($000) $540 Avg Close — Range —
Q2 2024
Shares 1,638 Value ($000) $397 Avg Close — Range —
Q1 2024
Shares 1,690 Value ($000) $422 Avg Close — Range —
Q4 2023
Shares 1,334 Value ($000) $310 Avg Close — Range —
Q3 2023
Shares 1,563 Value ($000) $326 Avg Close — Range —
Q2 2023
Shares 1,669 Value ($000) $367 Avg Close — Range —
Q1 2023
Shares 1,831 Value ($000) $386 Avg Close — Range —
Q4 2022
Shares 2,060 Value ($000) $420 Avg Close — Range —
Q3 2022
Shares 2,229 Value ($000) $419 Avg Close — Range —
Q2 2022
Shares 2,287 Value ($000) $451 Avg Close — Range —
Q1 2022
Shares 2,715 Value ($000) $645 Avg Close — Range —
Q4 2021
Shares 2,754 Value ($000) $702 Avg Close — Range —