BLACKSTONE MTG TR INC

Ticker: BXMT CUSIP: 09257W100 Class: COM CL A

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

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

Q4 2025
Shares 38,319 Value ($000) $733 Avg Close — Range —
Q3 2025
Shares 39,089 Value ($000) $720 Avg Close — Range —
Q2 2025
Shares 36,765 Value ($000) $708 Avg Close — Range —
Q1 2025
Shares 46,765 Value ($000) $935 Avg Close — Range —
Q4 2024
Shares 47,247 Value ($000) $823 Avg Close — Range —
Q3 2024
Shares 47,300 Value ($000) $899 Avg Close — Range —
Q2 2024
Shares 67,634 Value ($000) $1,178 Avg Close — Range —
Q1 2024
Shares 66,048 Value ($000) $1,315 Avg Close — Range —
Q4 2023
Shares 64,577 Value ($000) $1,374 Avg Close — Range —
Q3 2023
Shares 61,286 Value ($000) $1,333 Avg Close — Range —
Q2 2023
Shares 39,142 Value ($000) $815 Avg Close — Range —
Q1 2023
Shares 24,830 Value ($000) $443 Avg Close — Range —