BRIGHTSPHERE INVT GROUP INC

Ticker: AAMI CUSIP: 10948W103 Class: Common Stock

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

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

Q4 2025

Shares 6,170 Value ($000) $290 Avg Close $46.07 Range $41.46 - $54.98

Q3 2025

Shares 7,220 Value ($000) $348 Avg Close $44.56 Range $34.91 - $51.62

Q2 2025

Shares 8,577 Value ($000) $302 Avg Close $29.05 Range $22.58 - $35.79

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	6,170	$290	$46.07	$41.46 - $54.98
Q3 2025	7,220	$348	$44.56	$34.91 - $51.62
Q2 2025	8,577	$302	$29.05	$22.58 - $35.79