INTERNATIONAL BUSINESS MACHS

Ticker: IBM CUSIP: 459200101 Class: COM

PERSONAL CFO SOLUTIONS, LLC's Holding History (CIK: 0001677501)

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

Q4 2025

Shares 5,210 Value ($000) $1,543 Avg Close $298.78 Range $262.11 - $324.90

Q3 2025

Shares 5,342 Value ($000) $1,507 Avg Close $259.55 Range $232.08 - $292.01

Q2 2025

Shares 4,812 Value ($000) $1,418 Avg Close $253.82 Range $210.49 - $292.56

Q1 2025

Shares 6,504 Value ($000) $1,617 Avg Close $239.40 Range $209.20 - $261.47

Q4 2024

Shares 5,469 Value ($000) $1,202 Avg Close $216.31 Range $196.83 - $233.32

Q3 2024

Shares 5,355 Value ($000) $1,184 Avg Close $188.97 Range $166.24 - $216.80

Q2 2024

Shares 5,279 Value ($000) $913 Avg Close $165.85 Range $154.39 - $183.50

Q1 2024

Shares 5,235 Value ($000) $1,000 Avg Close $172.56 Range $148.54 - $189.10

Q4 2023

Shares 5,948 Value ($000) $973 Avg Close $141.50 Range $126.39 - $156.49

Q3 2023

Shares 4,507 Value ($000) $632 Avg Close $131.75 Range $120.98 - $141.33

Q2 2023

Shares 4,490 Value ($000) $601 Avg Close $118.05 Range $110.47 - $128.27

Q1 2023

Shares 6,288 Value ($000) $824 Avg Close $120.73 Range $110.43 - $131.92

Q4 2022

Shares 6,321 Value ($000) $891 Avg Close $123.05 Range $102.35 - $137.32

Q3 2022

Shares 5,732 Value ($000) $681 Avg Close $115.64 Range $105.06 - $124.09

Q2 2022

Shares 5,508 Value ($000) $778 Avg Close $117.50 Range $107.95 - $126.60

Q1 2022

Shares 5,274 Value ($000) $686 Avg Close $112.10 Range $102.68 - $121.43

Q4 2021

Shares 6,900 Value ($000) $922 Avg Close $106.49 Range $97.83 - $117.62

Q3 2021

Shares 6,849 Value ($000) $952 Avg Close $112.12 Range $106.97 - $117.48

Q2 2021

Shares 4,047 Value ($000) $593 Avg Close $113.44 Range $102.70 - $121.73

Q1 2021

Shares 5,656 Value ($000) $754 Avg Close $98.07 Range $91.22 - $107.97

Q4 2020

Shares 5,272 Value ($000) $664 Avg Close $93.41 Range $81.15 - $103.82

Q3 2020

Shares 10,693 Value ($000) $1 Avg Close $93.86 Range $87.12 - $99.96

Q2 2020

Shares 8,556 Value ($000) $1,033 Avg Close $91.40 Range $78.00 - $102.76

Q1 2020

Shares 8,125 Value ($000) $901 Avg Close $98.28 Range $67.58 - $117.24

Q4 2019

Shares 9,602 Value ($000) $1,287 Avg Close $99.90 Range $95.55 - $107.55

Q3 2019

Shares 9,307 Value ($000) $1,357 Avg Close $102.47 Range $94.04 - $110.34

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	5,210	$1,543	$298.78	$262.11 - $324.90
Q3 2025	5,342	$1,507	$259.55	$232.08 - $292.01
Q2 2025	4,812	$1,418	$253.82	$210.49 - $292.56
Q1 2025	6,504	$1,617	$239.40	$209.20 - $261.47
Q4 2024	5,469	$1,202	$216.31	$196.83 - $233.32
Q3 2024	5,355	$1,184	$188.97	$166.24 - $216.80
Q2 2024	5,279	$913	$165.85	$154.39 - $183.50
Q1 2024	5,235	$1,000	$172.56	$148.54 - $189.10
Q4 2023	5,948	$973	$141.50	$126.39 - $156.49
Q3 2023	4,507	$632	$131.75	$120.98 - $141.33
Q2 2023	4,490	$601	$118.05	$110.47 - $128.27
Q1 2023	6,288	$824	$120.73	$110.43 - $131.92
Q4 2022	6,321	$891	$123.05	$102.35 - $137.32
Q3 2022	5,732	$681	$115.64	$105.06 - $124.09
Q2 2022	5,508	$778	$117.50	$107.95 - $126.60
Q1 2022	5,274	$686	$112.10	$102.68 - $121.43
Q4 2021	6,900	$922	$106.49	$97.83 - $117.62
Q3 2021	6,849	$952	$112.12	$106.97 - $117.48
Q2 2021	4,047	$593	$113.44	$102.70 - $121.73
Q1 2021	5,656	$754	$98.07	$91.22 - $107.97
Q4 2020	5,272	$664	$93.41	$81.15 - $103.82
Q3 2020	10,693	$1	$93.86	$87.12 - $99.96
Q2 2020	8,556	$1,033	$91.40	$78.00 - $102.76
Q1 2020	8,125	$901	$98.28	$67.58 - $117.24
Q4 2019	9,602	$1,287	$99.90	$95.55 - $107.55
Q3 2019	9,307	$1,357	$102.47	$94.04 - $110.34