GLOBAL X FDS

Ticker: XYLD CUSIP: 37954Y475 Class: S&P 500 COVERED

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

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

Q4 2025
Shares 42,428 Value ($000) $1,724 Avg Close — Range —
Q3 2025
Shares 45,144 Value ($000) $1,772 Avg Close — Range —
Q2 2025
Shares 46,937 Value ($000) $1,828 Avg Close — Range —
Q1 2025
Shares 47,820 Value ($000) $1,888 Avg Close — Range —
Q4 2024
Shares 48,658 Value ($000) $2,039 Avg Close — Range —
Q3 2024
Shares 49,634 Value ($000) $2,060 Avg Close — Range —
Q2 2024
Shares 51,554 Value ($000) $2,084 Avg Close — Range —
Q1 2024
Shares 52,417 Value ($000) $2,138 Avg Close — Range —
Q4 2023
Shares 55,829 Value ($000) $2,202 Avg Close — Range —
Q3 2023
Shares 70,052 Value ($000) $2,724 Avg Close — Range —
Q2 2023
Shares 68,883 Value ($000) $2,828 Avg Close — Range —
Q1 2023
Shares 60,736 Value ($000) $2,460 Avg Close — Range —