ZIONS BANCORPORATION N A

Ticker: ZION CUSIP: 989701107 Class: COM

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

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

Q4 2025
Shares 6,446 Value ($000) $377 Avg Close $54.46 Range $46.19 - $60.77
Q3 2025
Shares 6,443 Value ($000) $365 Avg Close $55.64 Range $50.66 - $59.40
Q2 2025
Shares 5,727 Value ($000) $297 Avg Close $46.91 Range $39.32 - $52.32
Q1 2025
Shares 5,138 Value ($000) $256 Avg Close $53.85 Range $46.19 - $59.45
Q4 2024
Shares 5,125 Value ($000) $278 Avg Close $54.79 Range $44.96 - $63.22
Q3 2024
Shares 5,121 Value ($000) $242 Avg Close $47.34 Range $42.33 - $53.32
Q2 2024
Shares 5,117 Value ($000) $222 Avg Close $42.20 Range $39.05 - $45.54
Q1 2024
Shares 5,106 Value ($000) $222 Avg Close $41.24 Range $37.76 - $45.33
Q4 2023
Shares 4,998 Value ($000) $219 Avg Close $36.12 Range $28.90 - $46.15
Q4 2022
Shares 4,880 Value ($000) $240 Avg Close $50.03 Range $45.21 - $56.10
Q3 2022
Shares 4,879 Value ($000) $248 Avg Close $54.69 Range $47.92 - $59.75
Q2 2022
Shares 4,879 Value ($000) $248 Avg Close $56.83 Range $49.94 - $67.25
Q1 2022
Shares 4,794 Value ($000) $314 Avg Close $68.41 Range $59.49 - $75.44
Q4 2021
Shares 4,794 Value ($000) $303 Avg Close $63.85 Range $58.18 - $68.25