ARES MANAGEMENT CORPORATION

Ticker: ARES CUSIP: 03990B101 Class: CL A COM STK

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

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

Q4 2025
Shares 11,556 Value ($000) $1,868 Avg Close $154.95 Range $138.30 - $180.02
Q3 2025
Shares 12,259 Value ($000) $1,960 Avg Close $178.28 Range $153.51 - $192.79
Q2 2025
Shares 12,828 Value ($000) $2,222 Avg Close $155.27 Range $108.50 - $173.43
Q1 2025
Shares 16,030 Value ($000) $2,350 Avg Close $168.35 Range $134.55 - $195.10
Q4 2024
Shares 15,780 Value ($000) $2,794 Avg Close $165.33 Range $147.85 - $179.17
Q3 2024
Shares 15,561 Value ($000) $2,425 Avg Close $139.75 Range $123.15 - $154.86
Q2 2024
Shares 14,682 Value ($000) $1,957 Avg Close $130.61 Range $119.64 - $143.42
Q1 2024
Shares 13,801 Value ($000) $1,835 Avg Close $121.35 Range $107.05 - $132.34