VANGUARD INDEX FDS

Ticker: VUG CUSIP: 922908736 Class: GROWTH ETF

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

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

Q4 2025
Shares 7,452 Value ($000) $3,636 Avg Close — Range —
Q3 2025
Shares 7,569 Value ($000) $3,630 Avg Close — Range —
Q2 2025
Shares 7,549 Value ($000) $3,309 Avg Close — Range —
Q1 2025
Shares 7,235 Value ($000) $2,683 Avg Close — Range —
Q4 2024
Shares 6,989 Value ($000) $2,869 Avg Close — Range —
Q3 2024
Shares 6,976 Value ($000) $2,678 Avg Close — Range —
Q2 2024
Shares 6,824 Value ($000) $2,552 Avg Close — Range —
Q1 2024
Shares 4,956 Value ($000) $1,706 Avg Close — Range —
Q4 2023
Shares 7,421 Value ($000) $2,307 Avg Close — Range —
Q3 2023
Shares 8,008 Value ($000) $2,181 Avg Close — Range —
Q2 2023
Shares 8,317 Value ($000) $2,353 Avg Close — Range —
Q1 2023
Shares 5,723 Value ($000) $1,428 Avg Close — Range —
Q4 2022
Shares 5,618 Value ($000) $1,197 Avg Close — Range —
Q3 2022
Shares 5,163 Value ($000) $1,105 Avg Close — Range —
Q2 2022
Shares 5,378 Value ($000) $1,199 Avg Close — Range —
Q1 2022
Shares 6,938 Value ($000) $1,995 Avg Close — Range —
Q4 2021
Shares 7,751 Value ($000) $2,487 Avg Close — Range —