BROADCOM INC

Ticker: AVGO CUSIP: 11135F101 Class: COM

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

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

Q4 2025

Shares 22,785 Value ($000) $7,886 Avg Close $357.00 Range $320.81 - $413.82

Q3 2025

Shares 22,910 Value ($000) $7,558 Avg Close $305.74 Range $261.71 - $372.88

Q2 2025

Shares 22,846 Value ($000) $6,298 Avg Close $215.92 Range $137.28 - $276.71

Q1 2025

Shares 24,310 Value ($000) $4,070 Avg Close $209.82 Range $159.66 - $247.35

Q4 2024

Shares 24,084 Value ($000) $5,584 Avg Close $182.87 Range $155.71 - $248.96

Q3 2024

Shares 24,080 Value ($000) $4,154 Avg Close $158.01 Range $126.59 - $178.16

Q2 2024

Shares 2,393 Value ($000) $3,842 Avg Close $137.66 Range $117.60 - $181.84

Q1 2024

Shares 2,427 Value ($000) $3,217 Avg Close $121.22 Range $101.85 - $140.63

Q4 2023

Shares 2,501 Value ($000) $2,791 Avg Close $92.23 Range $78.74 - $112.50

Q3 2023

Shares 2,533 Value ($000) $2,104 Avg Close $83.97 Range $77.39 - $89.42

Q2 2023

Shares 2,562 Value ($000) $2,222 Avg Close $68.73 Range $57.90 - $88.77

Q1 2023

Shares 2,507 Value ($000) $1,608 Avg Close $57.59 Range $52.59 - $62.45

Q4 2022

Shares 2,520 Value ($000) $1,409 Avg Close $47.61 Range $39.36 - $55.53

Q3 2022

Shares 2,535 Value ($000) $1,126 Avg Close $48.08 Range $42.07 - $52.71

Q2 2022

Shares 2,535 Value ($000) $1,231 Avg Close $52.39 Range $45.20 - $59.38

Q1 2022

Shares 2,515 Value ($000) $1,584 Avg Close $55.08 Range $47.56 - $62.27

Q4 2021

Shares 2,489 Value ($000) $1,656 Avg Close $51.79 Range $43.52 - $62.78

Q3 2021

Shares 2,459 Value ($000) $1,192 Avg Close $44.48 Range $41.64 - $46.69

Q2 2021

Shares 2,472 Value ($000) $1,179 Avg Close $42.05 Range $38.00 - $44.39

Q1 2021

Shares 2,471 Value ($000) $1,146 Avg Close $41.65 Range $37.72 - $44.54

Q4 2020

Shares 2,269 Value ($000) $993 Avg Close $34.82 Range $30.72 - $39.45

Q3 2020

Shares 2,122 Value ($000) $773 Avg Close $29.64 Range $26.89 - $33.50

Q2 2020

Shares 2,112 Value ($000) $667 Avg Close $24.52 Range $19.22 - $28.71

Q1 2020

Shares 865 Value ($000) $205 Avg Close $24.28 Range $13.39 - $28.53

Q4 2019

Shares 887 Value ($000) $280 Avg Close $25.89 Range $22.76 - $28.21

Q3 2019

Shares 893 Value ($000) $247 Avg Close $24.02 Range $22.15 - $25.80

Q2 2019

Shares 1,289 Value ($000) $371 Avg Close $24.38 Range $20.91 - $27.02

Q1 2019

Shares 1,306 Value ($000) $393 Avg Close $22.49 Range $19.08 - $25.35

Q4 2018

Shares 1,590 Value ($000) $404 Avg Close $19.38 Range $17.07 - $21.45

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	22,785	$7,886	$357.00	$320.81 - $413.82
Q3 2025	22,910	$7,558	$305.74	$261.71 - $372.88
Q2 2025	22,846	$6,298	$215.92	$137.28 - $276.71
Q1 2025	24,310	$4,070	$209.82	$159.66 - $247.35
Q4 2024	24,084	$5,584	$182.87	$155.71 - $248.96
Q3 2024	24,080	$4,154	$158.01	$126.59 - $178.16
Q2 2024	2,393	$3,842	$137.66	$117.60 - $181.84
Q1 2024	2,427	$3,217	$121.22	$101.85 - $140.63
Q4 2023	2,501	$2,791	$92.23	$78.74 - $112.50
Q3 2023	2,533	$2,104	$83.97	$77.39 - $89.42
Q2 2023	2,562	$2,222	$68.73	$57.90 - $88.77
Q1 2023	2,507	$1,608	$57.59	$52.59 - $62.45
Q4 2022	2,520	$1,409	$47.61	$39.36 - $55.53
Q3 2022	2,535	$1,126	$48.08	$42.07 - $52.71
Q2 2022	2,535	$1,231	$52.39	$45.20 - $59.38
Q1 2022	2,515	$1,584	$55.08	$47.56 - $62.27
Q4 2021	2,489	$1,656	$51.79	$43.52 - $62.78
Q3 2021	2,459	$1,192	$44.48	$41.64 - $46.69
Q2 2021	2,472	$1,179	$42.05	$38.00 - $44.39
Q1 2021	2,471	$1,146	$41.65	$37.72 - $44.54
Q4 2020	2,269	$993	$34.82	$30.72 - $39.45
Q3 2020	2,122	$773	$29.64	$26.89 - $33.50
Q2 2020	2,112	$667	$24.52	$19.22 - $28.71
Q1 2020	865	$205	$24.28	$13.39 - $28.53
Q4 2019	887	$280	$25.89	$22.76 - $28.21
Q3 2019	893	$247	$24.02	$22.15 - $25.80
Q2 2019	1,289	$371	$24.38	$20.91 - $27.02
Q1 2019	1,306	$393	$22.49	$19.08 - $25.35
Q4 2018	1,590	$404	$19.38	$17.07 - $21.45