VANGUARD INDEX FDS

Ticker: VV CUSIP: 922908637 Class: ETF

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

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

Q4 2025
Shares 5,735 Value ($000) $1,805 Avg Close — Range —
Q3 2025
Shares 5,832 Value ($000) $1,796 Avg Close — Range —
Q2 2025
Shares 5,832 Value ($000) $1,664 Avg Close — Range —
Q1 2025
Shares 6,291 Value ($000) $1,617 Avg Close — Range —
Q4 2024
Shares 6,291 Value ($000) $1,697 Avg Close — Range —
Q3 2024
Shares 6,399 Value ($000) $1,685 Avg Close — Range —
Q2 2024
Shares 6,325 Value ($000) $1,579 Avg Close — Range —
Q1 2024
Shares 9,294 Value ($000) $2,228 Avg Close — Range —
Q4 2023
Shares 9,508 Value ($000) $2,074 Avg Close — Range —
Q3 2023
Shares 9,781 Value ($000) $1,914 Avg Close — Range —
Q2 2023
Shares 9,147 Value ($000) $1,854 Avg Close — Range —
Q1 2023
Shares 9,775 Value ($000) $1,826 Avg Close — Range —
Q4 2022
Shares 9,656 Value ($000) $1,682 Avg Close — Range —
Q3 2022
Shares 9,772 Value ($000) $1,598 Avg Close — Range —
Q2 2022
Shares 8,791 Value ($000) $1,515 Avg Close — Range —
Q1 2022
Shares 8,791 Value ($000) $1,832 Avg Close — Range —
Q4 2021
Shares 8,867 Value ($000) $1,960 Avg Close — Range —