BROADCOM INC

Ticker: AVGO CUSIP: 11135F101 Class: COM

Integrated Wealth Concepts LLC's Holding History (CIK: 0001737109)

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

Q4 2025

Shares 82,972 Value ($000) $28,717 Avg Close $357.00 Range $320.81 - $413.82

Q3 2025

Shares 120,764 Value ($000) $39,841 Avg Close $305.74 Range $261.71 - $372.88

Q2 2025

Shares 119,507 Value ($000) $32,942 Avg Close $215.92 Range $137.28 - $276.71

Q1 2025

Shares 112,866 Value ($000) $18,897 Avg Close $209.82 Range $159.66 - $247.35

Q4 2024

Shares 136,136 Value ($000) $31,562 Avg Close $182.87 Range $155.71 - $248.96

Q3 2024

Shares 117,661 Value ($000) $20,297 Avg Close $158.01 Range $126.59 - $178.16

Q2 2024

Shares 11,205 Value ($000) $17,990 Avg Close $137.66 Range $117.60 - $181.84

Q1 2024

Shares 10,852 Value ($000) $14,387 Avg Close $121.22 Range $101.85 - $140.63

Q4 2023

Shares 10,199 Value ($000) $11,384 Avg Close $92.23 Range $78.74 - $112.50

Q3 2023

Shares 8,725 Value ($000) $7,247 Avg Close $83.97 Range $77.39 - $89.42

Q2 2023

Shares 9,033 Value ($000) $7,836 Avg Close $68.73 Range $57.90 - $88.77

Q1 2023

Shares 7,273 Value ($000) $5 Avg Close $57.59 Range $52.59 - $62.45

Q4 2022

Shares 7,831 Value ($000) $4 Avg Close $47.61 Range $39.36 - $55.53

Q3 2022

Shares 7,493 Value ($000) $3,327 Avg Close $48.08 Range $42.07 - $52.71

Q2 2022

Shares 7,407 Value ($000) $3,598 Avg Close $52.39 Range $45.20 - $59.38

Q1 2022

Shares 6,946 Value ($000) $4,374 Avg Close $55.08 Range $47.56 - $62.27

Q4 2021

Shares 5,438 Value ($000) $3,619 Avg Close $51.79 Range $43.52 - $62.78

Q3 2021

Shares 3,326 Value ($000) $1,613 Avg Close $44.48 Range $41.64 - $46.69

Q2 2021

Shares 2,401 Value ($000) $1,145 Avg Close $42.05 Range $38.00 - $44.39

Q1 2021

Shares 2,364 Value ($000) $1,096 Avg Close $41.65 Range $37.72 - $44.54

Q4 2020

Shares 2,470 Value ($000) $1,081 Avg Close $34.82 Range $30.72 - $39.45

Q3 2020

Shares 2,200 Value ($000) $801 Avg Close $29.64 Range $26.89 - $33.50

Q2 2020

Shares 2,215 Value ($000) $699 Avg Close $24.52 Range $19.22 - $28.71

Q1 2020

Shares 2,442 Value ($000) $579 Avg Close $24.28 Range $13.39 - $28.53

Q4 2019

Shares 2,103 Value ($000) $665 Avg Close $25.89 Range $22.76 - $28.21

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	82,972	$28,717	$357.00	$320.81 - $413.82
Q3 2025	120,764	$39,841	$305.74	$261.71 - $372.88
Q2 2025	119,507	$32,942	$215.92	$137.28 - $276.71
Q1 2025	112,866	$18,897	$209.82	$159.66 - $247.35
Q4 2024	136,136	$31,562	$182.87	$155.71 - $248.96
Q3 2024	117,661	$20,297	$158.01	$126.59 - $178.16
Q2 2024	11,205	$17,990	$137.66	$117.60 - $181.84
Q1 2024	10,852	$14,387	$121.22	$101.85 - $140.63
Q4 2023	10,199	$11,384	$92.23	$78.74 - $112.50
Q3 2023	8,725	$7,247	$83.97	$77.39 - $89.42
Q2 2023	9,033	$7,836	$68.73	$57.90 - $88.77
Q1 2023	7,273	$5	$57.59	$52.59 - $62.45
Q4 2022	7,831	$4	$47.61	$39.36 - $55.53
Q3 2022	7,493	$3,327	$48.08	$42.07 - $52.71
Q2 2022	7,407	$3,598	$52.39	$45.20 - $59.38
Q1 2022	6,946	$4,374	$55.08	$47.56 - $62.27
Q4 2021	5,438	$3,619	$51.79	$43.52 - $62.78
Q3 2021	3,326	$1,613	$44.48	$41.64 - $46.69
Q2 2021	2,401	$1,145	$42.05	$38.00 - $44.39
Q1 2021	2,364	$1,096	$41.65	$37.72 - $44.54
Q4 2020	2,470	$1,081	$34.82	$30.72 - $39.45
Q3 2020	2,200	$801	$29.64	$26.89 - $33.50
Q2 2020	2,215	$699	$24.52	$19.22 - $28.71
Q1 2020	2,442	$579	$24.28	$13.39 - $28.53
Q4 2019	2,103	$665	$25.89	$22.76 - $28.21