DOLLAR TREE INC

Ticker: DLTR CUSIP: 256746108 Class: COMMON STOCK

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

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

Q4 2025
Shares 1,831 Value ($000) $225 Avg Close $107.15 Range $84.71 - $132.48
Q2 2024
Shares 1,987 Value ($000) $212 Avg Close $118.07 Range $101.85 - $137.14
Q1 2024
Shares 1,984 Value ($000) $264 Avg Close $137.66 Range $124.01 - $151.22
Q4 2023
Shares 1,979 Value ($000) $281 Avg Close $118.40 Range $102.77 - $142.90
Q3 2023
Shares 1,979 Value ($000) $211 Avg Close $133.96 Range $103.94 - $154.96
Q2 2023
Shares 2,023 Value ($000) $290 Avg Close $147.12 Range $128.85 - $161.10
Q1 2023
Shares 2,023 Value ($000) $290 Avg Close $145.09 Range $133.38 - $157.95
Q4 2022
Shares 2,030 Value ($000) $287 Avg Close $148.81 Range $135.41 - $170.36
Q3 2022
Shares 2,063 Value ($000) $281 Avg Close $155.61 Range $134.30 - $175.68
Q2 2022
Shares 2,063 Value ($000) $321 Avg Close $158.45 Range $124.76 - $177.19
Q1 2022
Shares 2,090 Value ($000) $335 Avg Close $141.45 Range $123.62 - $162.13
Q4 2021
Shares 2,114 Value ($000) $297 Avg Close $121.46 Range $93.70 - $149.37
Q2 2021
Shares 2,063 Value ($000) $205 Avg Close $108.70 Range $97.15 - $120.37
Q1 2021
Shares 2,063 Value ($000) $236 Avg Close $107.44 Range $95.86 - $117.26
Q4 2020
Shares 2,068 Value ($000) $223 Avg Close $100.42 Range $88.12 - $114.32
Q4 2019
Shares 2,980 Value ($000) $280 Avg Close $104.97 Range $88.26 - $119.71
Q3 2019
Shares 2,947 Value ($000) $336 Avg Close $104.62 Range $89.41 - $115.79
Q2 2019
Shares 2,875 Value ($000) $309 Avg Close $105.20 Range $95.11 - $113.38
Q1 2019
Shares 2,809 Value ($000) $295 Avg Close $98.17 Range $89.04 - $105.24
Q4 2017
Shares 6,541 Value ($000) $703 Avg Close $97.73 Range $86.18 - $110.86