VANGUARD INDEX FDS

Ticker: VB CUSIP: 922908751 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 1,184 Value ($000) $305 Avg Close — Range —
Q3 2025
Shares 1,209 Value ($000) $307 Avg Close — Range —
Q2 2025
Shares 1,235 Value ($000) $293 Avg Close — Range —
Q1 2025
Shares 1,270 Value ($000) $282 Avg Close — Range —
Q4 2024
Shares 1,095 Value ($000) $263 Avg Close — Range —
Q3 2024
Shares 1,014 Value ($000) $241 Avg Close — Range —
Q2 2024
Shares 1,229 Value ($000) $268 Avg Close — Range —
Q1 2024
Shares 2,141 Value ($000) $489 Avg Close — Range —
Q4 2023
Shares 1,229 Value ($000) $262 Avg Close — Range —
Q3 2023
Shares 2,141 Value ($000) $405 Avg Close — Range —
Q2 2023
Shares 2,125 Value ($000) $423 Avg Close — Range —
Q1 2023
Shares 2,169 Value ($000) $411 Avg Close — Range —
Q4 2022
Shares 2,391 Value ($000) $439 Avg Close — Range —
Q3 2022
Shares 2,391 Value ($000) $409 Avg Close — Range —
Q2 2022
Shares 2,391 Value ($000) $421 Avg Close — Range —
Q1 2022
Shares 2,192 Value ($000) $465 Avg Close — Range —
Q4 2021
Shares 2,319 Value ($000) $524 Avg Close — Range —