GUIDEWIRE SOFTWARE INC

Ticker: GWRE CUSIP: 40171V100 Class: EQTY

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

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

Q4 2025
Shares 1,381 Value ($000) $278 Avg Close $221.19 Range $189.34 - $255.89
Q3 2025
Shares 1,527 Value ($000) $351 Avg Close $227.43 Range $205.63 - $272.60
Q2 2025
Shares 1,634 Value ($000) $385 Avg Close $214.86 Range $165.08 - $263.20
Q1 2025
Shares 1,797 Value ($000) $337 Avg Close $194.38 Range $165.95 - $219.59
Q4 2024
Shares 1,794 Value ($000) $302 Avg Close $186.80 Range $167.05 - $209.15
Q3 2024
Shares 1,823 Value ($000) $334 Avg Close $151.89 Range $132.01 - $183.23
Q2 2024
Shares 1,815 Value ($000) $250 Avg Close $120.31 Range $107.00 - $139.91
Q1 2024
Shares 1,815 Value ($000) $212 Avg Close $114.32 Range $102.66 - $122.35
Q4 2021
Shares 1,879 Value ($000) $213 Avg Close $118.61 Range $107.17 - $128.98
Q3 2021
Shares 1,973 Value ($000) $235 Avg Close $115.47 Range $107.44 - $130.95
Q2 2021
Shares 1,926 Value ($000) $217 Avg Close $103.95 Range $91.77 - $116.41