Forum Private Client Group LLC

Q1 2022 13F Holdings Report, Stock Holdings

Signature - Title
Gery Sadzewicz - CCO
Location
Fishers, IN
Holdings as of
31 Mar 2022
Value $
$128,797,000
Num holdings
64
Filing time
04 Aug 2022, 20:38:53 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included VYM, IAGG, AGG, USMV, and EFAV.
Next filing
Q2 2022 - 05 Aug 2022
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Gery Sadzewicz CCO Fishers, Indiana 22 May 2022