VANGUARD INDEX FDS

Ticker: VTI CUSIP: 922908769 Class: TOTAL STK MKT

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

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

Q4 2025
Shares 58,057 Value ($000) $19,465 Avg Close — Range —
Q3 2025
Shares 21,431 Value ($000) $7,033 Avg Close — Range —
Q2 2025
Shares 21,312 Value ($000) $6,477 Avg Close — Range —
Q1 2025
Shares 20,553 Value ($000) $5,649 Avg Close — Range —
Q4 2024
Shares 21,279 Value ($000) $6,167 Avg Close — Range —
Q3 2024
Shares 19,394 Value ($000) $5,492 Avg Close — Range —
Q2 2024
Shares 17,875 Value ($000) $4,782 Avg Close — Range —
Q1 2024
Shares 19,144 Value ($000) $4,975 Avg Close — Range —
Q4 2023
Shares 19,750 Value ($000) $4,685 Avg Close — Range —
Q3 2023
Shares 18,255 Value ($000) $3,878 Avg Close — Range —
Q2 2023
Shares 17,157 Value ($000) $3,779 Avg Close — Range —
Q1 2023
Shares 12,891 Value ($000) $2,631 Avg Close — Range —
Q4 2022
Shares 13,577 Value ($000) $2,596 Avg Close — Range —
Q3 2022
Shares 12,617 Value ($000) $2,264 Avg Close — Range —
Q2 2022
Shares 13,901 Value ($000) $2,622 Avg Close — Range —
Q1 2022
Shares 10,902 Value ($000) $2,482 Avg Close — Range —
Q4 2021
Shares 10,665 Value ($000) $2,575 Avg Close — Range —