VANGUARD INDEX FDS

Ticker: VXF CUSIP: 922908652 Class: EXTEND MKT ETF

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

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

Q4 2025
Shares 3,430 Value ($000) $717 Avg Close — Range —
Q3 2025
Shares 3,430 Value ($000) $718 Avg Close — Range —
Q2 2025
Shares 3,400 Value ($000) $655 Avg Close — Range —
Q1 2025
Shares 3,435 Value ($000) $592 Avg Close — Range —
Q4 2024
Shares 3,519 Value ($000) $669 Avg Close — Range —
Q3 2024
Shares 3,494 Value ($000) $636 Avg Close — Range —
Q2 2024
Shares 3,432 Value ($000) $579 Avg Close — Range —
Q1 2024
Shares 3,356 Value ($000) $588 Avg Close — Range —
Q4 2023
Shares 3,356 Value ($000) $552 Avg Close — Range —
Q3 2023
Shares 2,451 Value ($000) $351 Avg Close — Range —
Q2 2023
Shares 2,251 Value ($000) $335 Avg Close — Range —
Q1 2023
Shares 2,251 Value ($000) $316 Avg Close — Range —
Q4 2022
Shares 2,324 Value ($000) $309 Avg Close — Range —
Q3 2022
Shares 2,348 Value ($000) $298 Avg Close — Range —
Q2 2022
Shares 1,814 Value ($000) $238 Avg Close — Range —
Q1 2022
Shares 1,814 Value ($000) $300 Avg Close — Range —
Q4 2021
Shares 1,671 Value ($000) $306 Avg Close — Range —