INTERNATIONAL BUSINESS MACHS

Ticker: IBM CUSIP: 459200101 Class: COM

Modera Wealth Management, LLC's Holding History (CIK: 0001542143)

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

Q4 2025

Shares 22,564 Value ($000) $6,684 Avg Close $298.78 Range $262.11 - $324.90

Q3 2025

Shares 21,350 Value ($000) $6,024 Avg Close $259.55 Range $232.08 - $292.01

Q2 2025

Shares 21,454 Value ($000) $6,324 Avg Close $253.82 Range $210.49 - $292.56

Q1 2025

Shares 21,540 Value ($000) $5,356 Avg Close $239.40 Range $209.20 - $261.47

Q4 2024

Shares 21,262 Value ($000) $4,674 Avg Close $216.31 Range $196.83 - $233.32

Q3 2024

Shares 22,414 Value ($000) $4,955 Avg Close $188.97 Range $166.24 - $216.80

Q2 2024

Shares 19,499 Value ($000) $3,372 Avg Close $165.85 Range $154.39 - $183.50

Q1 2024

Shares 19,294 Value ($000) $3,684 Avg Close $172.56 Range $148.54 - $189.10

Q4 2023

Shares 17,563 Value ($000) $2,872 Avg Close $141.50 Range $126.39 - $156.49

Q3 2023

Shares 17,565 Value ($000) $2,464 Avg Close $131.75 Range $120.98 - $141.33

Q2 2023

Shares 20,102 Value ($000) $2,690 Avg Close $118.05 Range $110.47 - $128.27

Q1 2023

Shares 12,228 Value ($000) $1,603 Avg Close $120.73 Range $110.43 - $131.92

Q4 2022

Shares 10,662 Value ($000) $1,502 Avg Close $123.05 Range $102.35 - $137.32

Q3 2022

Shares 11,210 Value ($000) $1,332 Avg Close $115.64 Range $105.06 - $124.09

Q2 2022

Shares 11,093 Value ($000) $1,566 Avg Close $117.50 Range $107.95 - $126.60

Q1 2022

Shares 11,033 Value ($000) $1,434 Avg Close $112.10 Range $102.68 - $121.43

Q4 2021

Shares 19,371 Value ($000) $2,589 Avg Close $106.49 Range $97.83 - $117.62

Q3 2021

Shares 11,782 Value ($000) $1,637 Avg Close $112.12 Range $106.97 - $117.48

Q2 2021

Shares 10,236 Value ($000) $1,501 Avg Close $113.44 Range $102.70 - $121.73

Q1 2021

Shares 10,504 Value ($000) $1,400 Avg Close $98.07 Range $91.22 - $107.97

Q4 2020

Shares 11,779 Value ($000) $1,482 Avg Close $93.41 Range $81.15 - $103.82

Q3 2020

Shares 9,549 Value ($000) $1,162 Avg Close $93.86 Range $87.12 - $99.96

Q2 2020

Shares 9,607 Value ($000) $1,160 Avg Close $91.40 Range $78.00 - $102.76

Q1 2020

Shares 9,602 Value ($000) $1,065 Avg Close $98.28 Range $67.58 - $117.24

Q4 2019

Shares 9,401 Value ($000) $1,260 Avg Close $99.90 Range $95.55 - $107.55

Q3 2019

Shares 9,435 Value ($000) $1,372 Avg Close $102.47 Range $94.04 - $110.34

Q2 2019

Shares 9,274 Value ($000) $1,279 Avg Close $98.62 Range $91.51 - $103.66

Q1 2019

Shares 16,082 Value ($000) $2,269 Avg Close $94.64 Range $78.71 - $101.33

Q4 2018

Shares 9,473 Value ($000) $1,077 Avg Close $87.95 Range $74.66 - $107.42

Q3 2018

Shares 10,827 Value ($000) $1,637 Avg Close $101.25 Range $95.14 - $106.71

Q2 2018

Shares 10,348 Value ($000) $1,446 Avg Close $99.95 Range $94.63 - $110.30

Q1 2018

Shares 8,442 Value ($000) $1,295 Avg Close $107.30 Range $98.32 - $115.38

Q4 2017

Shares 8,676 Value ($000) $1,331 Avg Close $102.11 Range $96.94 - $108.49

Q3 2017

Shares 9,096 Value ($000) $1,320 Avg Close $96.87 Range $92.88 - $103.07

Q2 2017

Shares 9,698 Value ($000) $1,492 Avg Close $103.77 Range $98.95 - $115.36

Q1 2017

Shares 10,310 Value ($000) $1,795 Avg Close $114.39 Range $107.32 - $119.58

Q4 2016

Shares 8,660 Value ($000) $1,438 Avg Close $103.05 Range $95.06 - $110.31

Q3 2016

Shares 9,045 Value ($000) $1,437 Avg Close $101.76 Range $95.61 - $106.13

Q2 2016

Shares 8,320 Value ($000) $1,263 Avg Close $95.13 Range $90.08 - $99.15

Q1 2016

Shares 7,640 Value ($000) $1,157 Avg Close $84.07 Range $73.78 - $96.70

Q4 2015

Shares 6,103 Value ($000) $840 Avg Close $87.52 Range $82.31 - $94.87

Q3 2015

Shares 5,663 Value ($000) $821 Avg Close $95.35 Range $87.10 - $106.76

Q2 2015

Shares 5,646 Value ($000) $918 Avg Close $102.99 Range $96.57 - $107.49

Q1 2015

Shares 5,662 Value ($000) $861 Avg Close $96.47 Range $90.53 - $100.82

Q4 2014

Shares 5,330 Value ($000) $855 Avg Close $100.47 Range $91.12 - $114.79

Q3 2014

Shares 6,586 Value ($000) $1,250 Avg Close $114.33 Range $108.62 - $117.41

Q2 2014

Shares 5,368 Value ($000) $973 Avg Close $112.28 Range $107.17 - $118.40

Q1 2014

Shares 5,168 Value ($000) $995 Avg Close $109.22 Range $101.79 - $116.27

Q4 2013

Shares 5,404 Value ($000) $1,014 Avg Close $106.40 Range $101.46 - $111.01

Q3 2013

Shares 5,381 Value ($000) $997 Avg Close $111.55 Range $106.48 - $117.56

Q2 2013

Shares 5,469 Value ($000) $1,045 Avg Close $118.94 Range $109.29 - $125.13

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	22,564	$6,684	$298.78	$262.11 - $324.90
Q3 2025	21,350	$6,024	$259.55	$232.08 - $292.01
Q2 2025	21,454	$6,324	$253.82	$210.49 - $292.56
Q1 2025	21,540	$5,356	$239.40	$209.20 - $261.47
Q4 2024	21,262	$4,674	$216.31	$196.83 - $233.32
Q3 2024	22,414	$4,955	$188.97	$166.24 - $216.80
Q2 2024	19,499	$3,372	$165.85	$154.39 - $183.50
Q1 2024	19,294	$3,684	$172.56	$148.54 - $189.10
Q4 2023	17,563	$2,872	$141.50	$126.39 - $156.49
Q3 2023	17,565	$2,464	$131.75	$120.98 - $141.33
Q2 2023	20,102	$2,690	$118.05	$110.47 - $128.27
Q1 2023	12,228	$1,603	$120.73	$110.43 - $131.92
Q4 2022	10,662	$1,502	$123.05	$102.35 - $137.32
Q3 2022	11,210	$1,332	$115.64	$105.06 - $124.09
Q2 2022	11,093	$1,566	$117.50	$107.95 - $126.60
Q1 2022	11,033	$1,434	$112.10	$102.68 - $121.43
Q4 2021	19,371	$2,589	$106.49	$97.83 - $117.62
Q3 2021	11,782	$1,637	$112.12	$106.97 - $117.48
Q2 2021	10,236	$1,501	$113.44	$102.70 - $121.73
Q1 2021	10,504	$1,400	$98.07	$91.22 - $107.97
Q4 2020	11,779	$1,482	$93.41	$81.15 - $103.82
Q3 2020	9,549	$1,162	$93.86	$87.12 - $99.96
Q2 2020	9,607	$1,160	$91.40	$78.00 - $102.76
Q1 2020	9,602	$1,065	$98.28	$67.58 - $117.24
Q4 2019	9,401	$1,260	$99.90	$95.55 - $107.55
Q3 2019	9,435	$1,372	$102.47	$94.04 - $110.34
Q2 2019	9,274	$1,279	$98.62	$91.51 - $103.66
Q1 2019	16,082	$2,269	$94.64	$78.71 - $101.33
Q4 2018	9,473	$1,077	$87.95	$74.66 - $107.42
Q3 2018	10,827	$1,637	$101.25	$95.14 - $106.71
Q2 2018	10,348	$1,446	$99.95	$94.63 - $110.30
Q1 2018	8,442	$1,295	$107.30	$98.32 - $115.38
Q4 2017	8,676	$1,331	$102.11	$96.94 - $108.49
Q3 2017	9,096	$1,320	$96.87	$92.88 - $103.07
Q2 2017	9,698	$1,492	$103.77	$98.95 - $115.36
Q1 2017	10,310	$1,795	$114.39	$107.32 - $119.58
Q4 2016	8,660	$1,438	$103.05	$95.06 - $110.31
Q3 2016	9,045	$1,437	$101.76	$95.61 - $106.13
Q2 2016	8,320	$1,263	$95.13	$90.08 - $99.15
Q1 2016	7,640	$1,157	$84.07	$73.78 - $96.70
Q4 2015	6,103	$840	$87.52	$82.31 - $94.87
Q3 2015	5,663	$821	$95.35	$87.10 - $106.76
Q2 2015	5,646	$918	$102.99	$96.57 - $107.49
Q1 2015	5,662	$861	$96.47	$90.53 - $100.82
Q4 2014	5,330	$855	$100.47	$91.12 - $114.79
Q3 2014	6,586	$1,250	$114.33	$108.62 - $117.41
Q2 2014	5,368	$973	$112.28	$107.17 - $118.40
Q1 2014	5,168	$995	$109.22	$101.79 - $116.27
Q4 2013	5,404	$1,014	$106.40	$101.46 - $111.01
Q3 2013	5,381	$997	$111.55	$106.48 - $117.56
Q2 2013	5,469	$1,045	$118.94	$109.29 - $125.13