INTERACTIVE BROKERS GROUP IN

Ticker: IBKR CUSIP: 45841N107 Class: EQTY

Insight Wealth Strategies, LLC's Holding History (CIK: 0001749914)

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

Q4 2025
Shares 43,305 Value ($000) $2,785 Avg Close $66.89 Range $58.88 - $73.26
Q3 2025
Shares 42,774 Value ($000) $2,943 Avg Close $62.79 Range $53.01 - $70.18
Q2 2025
Shares 46,273 Value ($000) $2,606 Avg Close $47.28 Range $32.69 - $55.48
Q1 2025
Shares 14,479 Value ($000) $2,398 Avg Close $49.31 Range $39.14 - $58.82
Q4 2024
Shares 15,102 Value ($000) $2,668 Avg Close $41.85 Range $33.69 - $48.10
Q3 2024
Shares 18,686 Value ($000) $2,604 Avg Close $30.72 Range $25.70 - $34.63
Q2 2024
Shares 18,561 Value ($000) $2,276 Avg Close $29.54 Range $26.42 - $31.96
Q1 2024
Shares 18,567 Value ($000) $2,074 Avg Close $24.63 Range $20.33 - $27.83
Q4 2023
Shares 20,839 Value ($000) $1,728 Avg Close $20.21 Range $17.92 - $22.24
Q3 2023
Shares 19,668 Value ($000) $1,702 Avg Close $21.95 Range $20.01 - $23.60
Q2 2023
Shares 18,186 Value ($000) $1,511 Avg Close $19.44 Range $17.44 - $21.23
Q1 2023
Shares 18,169 Value ($000) $1,500 Avg Close $20.03 Range $17.46 - $22.21
Q4 2022
Shares 18,066 Value ($000) $1,307 Avg Close $18.36 Range $15.40 - $20.01