AFFIRM HLDGS INC

Ticker: AFRM CUSIP: 00827B106 Class: COM

Institute for Wealth Management, LLC.'s Holding History (CIK: 0001533954)

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

Q4 2025
Shares 7,810 Value ($000) $581 Avg Close $71.97 Range $60.29 - $79.38
Q3 2025
Shares 7,856 Value ($000) $574 Avg Close $76.10 Range $62.04 - $100.00
Q2 2025
Shares 7,856 Value ($000) $543 Avg Close $51.85 Range $30.90 - $69.75
Q1 2025
Shares 7,856 Value ($000) $355 Avg Close $59.25 Range $42.19 - $82.53
Q4 2024
Shares 6,751 Value ($000) $411 Avg Close $55.59 Range $37.31 - $73.34