INTERNATIONAL BUSINESS MACHS

Ticker: IBM CUSIP: 459200101 Class: COM

Principle Wealth Partners LLC's Holding History (CIK: 0001743413)

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

Q4 2025

Shares 59,024 Value ($000) $17,484 Avg Close $298.78 Range $262.11 - $324.90

Q3 2025

Shares 56,645 Value ($000) $15,983 Avg Close $259.55 Range $232.08 - $292.01

Q2 2025

Shares 56,295 Value ($000) $16,595 Avg Close $253.82 Range $210.49 - $292.56

Q1 2025

Shares 55,905 Value ($000) $13,901 Avg Close $239.40 Range $209.20 - $261.47

Q4 2024

Shares 57,124 Value ($000) $12,557 Avg Close $216.31 Range $196.83 - $233.32

Q3 2024

Shares 57,345 Value ($000) $12,678 Avg Close $188.97 Range $166.24 - $216.80

Q2 2024

Shares 57,997 Value ($000) $10,031 Avg Close $165.85 Range $154.39 - $183.50

Q1 2024

Shares 57,192 Value ($000) $10,921 Avg Close $172.56 Range $148.54 - $189.10

Q4 2023

Shares 56,727 Value ($000) $9,278 Avg Close $141.50 Range $126.39 - $156.49

Q3 2023

Shares 55,994 Value ($000) $7,856 Avg Close $131.75 Range $120.98 - $141.33

Q2 2023

Shares 55,634 Value ($000) $7,444 Avg Close $118.05 Range $110.47 - $128.27

Q1 2023

Shares 53,159 Value ($000) $6,969 Avg Close $120.73 Range $110.43 - $131.92

Q4 2022

Shares 52,474 Value ($000) $7,393 Avg Close $123.05 Range $102.35 - $137.32

Q3 2022

Shares 52,184 Value ($000) $6,200 Avg Close $115.64 Range $105.06 - $124.09

Q2 2022

Shares 50,484 Value ($000) $7,128 Avg Close $117.50 Range $107.95 - $126.60

Q1 2022

Shares 49,377 Value ($000) $6,420 Avg Close $112.10 Range $102.68 - $121.43

Q4 2021

Shares 47,450 Value ($000) $6,342 Avg Close $106.49 Range $97.83 - $117.62

Q3 2021

Shares 45,397 Value ($000) $6,307 Avg Close $112.12 Range $106.97 - $117.48

Q2 2021

Shares 46,262 Value ($000) $6,782 Avg Close $113.44 Range $102.70 - $121.73

Q1 2021

Shares 45,281 Value ($000) $6,034 Avg Close $98.07 Range $91.22 - $107.97

Q4 2020

Shares 48,847 Value ($000) $6,149 Avg Close $93.41 Range $81.15 - $103.82

Q3 2020

Shares 17,158 Value ($000) $2,088 Avg Close $93.86 Range $87.12 - $99.96

Q2 2020

Shares 18,807 Value ($000) $2,272 Avg Close $91.40 Range $78.00 - $102.76

Q1 2020

Shares 16,198 Value ($000) $1,797 Avg Close $98.28 Range $67.58 - $117.24

Q4 2019

Shares 16,840 Value ($000) $2,257 Avg Close $99.90 Range $95.55 - $107.55

Q3 2019

Shares 18,385 Value ($000) $2,674 Avg Close $102.47 Range $94.04 - $110.34

Q2 2019

Shares 4,299 Value ($000) $593 Avg Close $98.62 Range $91.51 - $103.66

Q1 2019

Shares 2,867 Value ($000) $405 Avg Close $94.64 Range $78.71 - $101.33

Q4 2018

Shares 3,583 Value ($000) $407 Avg Close $87.95 Range $74.66 - $107.42

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	59,024	$17,484	$298.78	$262.11 - $324.90
Q3 2025	56,645	$15,983	$259.55	$232.08 - $292.01
Q2 2025	56,295	$16,595	$253.82	$210.49 - $292.56
Q1 2025	55,905	$13,901	$239.40	$209.20 - $261.47
Q4 2024	57,124	$12,557	$216.31	$196.83 - $233.32
Q3 2024	57,345	$12,678	$188.97	$166.24 - $216.80
Q2 2024	57,997	$10,031	$165.85	$154.39 - $183.50
Q1 2024	57,192	$10,921	$172.56	$148.54 - $189.10
Q4 2023	56,727	$9,278	$141.50	$126.39 - $156.49
Q3 2023	55,994	$7,856	$131.75	$120.98 - $141.33
Q2 2023	55,634	$7,444	$118.05	$110.47 - $128.27
Q1 2023	53,159	$6,969	$120.73	$110.43 - $131.92
Q4 2022	52,474	$7,393	$123.05	$102.35 - $137.32
Q3 2022	52,184	$6,200	$115.64	$105.06 - $124.09
Q2 2022	50,484	$7,128	$117.50	$107.95 - $126.60
Q1 2022	49,377	$6,420	$112.10	$102.68 - $121.43
Q4 2021	47,450	$6,342	$106.49	$97.83 - $117.62
Q3 2021	45,397	$6,307	$112.12	$106.97 - $117.48
Q2 2021	46,262	$6,782	$113.44	$102.70 - $121.73
Q1 2021	45,281	$6,034	$98.07	$91.22 - $107.97
Q4 2020	48,847	$6,149	$93.41	$81.15 - $103.82
Q3 2020	17,158	$2,088	$93.86	$87.12 - $99.96
Q2 2020	18,807	$2,272	$91.40	$78.00 - $102.76
Q1 2020	16,198	$1,797	$98.28	$67.58 - $117.24
Q4 2019	16,840	$2,257	$99.90	$95.55 - $107.55
Q3 2019	18,385	$2,674	$102.47	$94.04 - $110.34
Q2 2019	4,299	$593	$98.62	$91.51 - $103.66
Q1 2019	2,867	$405	$94.64	$78.71 - $101.33
Q4 2018	3,583	$407	$87.95	$74.66 - $107.42