EVERTEC INC

Ticker: EVTC CUSIP: 30040P103 Class: EQTY

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

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

Q2 2025

Shares 6,576 Value ($000) $237 Avg Close $35.37 Range $31.32 - $38.50

Q1 2025

Shares 6,576 Value ($000) $242 Avg Close $34.42 Range $31.31 - $38.21

Q4 2024

Shares 6,576 Value ($000) $227 Avg Close $34.15 Range $31.85 - $37.12

Q3 2024

Shares 6,576 Value ($000) $223 Avg Close $33.12 Range $28.56 - $36.52

Period	Shares	Value ($000)	Average Close	Price Range
Q2 2025	6,576	$237	$35.37	$31.32 - $38.50
Q1 2025	6,576	$242	$34.42	$31.31 - $38.21
Q4 2024	6,576	$227	$34.15	$31.85 - $37.12
Q3 2024	6,576	$223	$33.12	$28.56 - $36.52