INTERNATIONAL BUSINESS MACHS

Ticker: IBM CUSIP: 459200101 Class: COM

LIBERTY WEALTH MANAGEMENT LLC's Holding History (CIK: 0001769302)

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

Q4 2025

Shares 5,403 Value ($000) $1,600 Avg Close $298.78 Range $262.11 - $324.90

Q3 2025

Shares 5,358 Value ($000) $1,512 Avg Close $259.55 Range $232.08 - $292.01

Q2 2025

Shares 5,339 Value ($000) $1,574 Avg Close $253.82 Range $210.49 - $292.56

Q4 2024

Shares 5,300 Value ($000) $1,165 Avg Close $216.31 Range $196.83 - $233.32

Q3 2024

Shares 4,720 Value ($000) $1,043 Avg Close $188.97 Range $166.24 - $216.80

Q2 2024

Shares 29,780 Value ($000) $1 Avg Close $165.85 Range $154.39 - $183.50

Q1 2024

Shares 4,702 Value ($000) $1 Avg Close $172.56 Range $148.54 - $189.10

Q4 2023

Shares 4,631 Value ($000) $1 Avg Close $141.50 Range $126.39 - $156.49

Q3 2023

Shares 4,687 Value ($000) $1 Avg Close $131.75 Range $120.98 - $141.33

Q2 2023

Shares 4,580 Value ($000) $613 Avg Close $118.05 Range $110.47 - $128.27

Q1 2023

Shares 4,484 Value ($000) $588 Avg Close $120.73 Range $110.43 - $131.92

Q3 2022

Shares 4,187 Value ($000) $497 Avg Close $115.64 Range $105.06 - $124.09

Q2 2022

Shares 4,128 Value ($000) $582 Avg Close $117.50 Range $107.95 - $126.60

Q1 2022

Shares 4,086 Value ($000) $531 Avg Close $112.10 Range $102.68 - $121.43

Q4 2021

Shares 4,265 Value ($000) $570 Avg Close $106.49 Range $97.83 - $117.62

Q3 2021

Shares 4,123 Value ($000) $595 Avg Close $112.12 Range $106.97 - $117.48

Q2 2021

Shares 4,123 Value ($000) $604 Avg Close $113.44 Range $102.70 - $121.73

Q1 2021

Shares 4,295 Value ($000) $517 Avg Close $98.07 Range $91.22 - $107.97

Q4 2020

Shares 4,295 Value ($000) $517 Avg Close $93.41 Range $81.15 - $103.82

Q3 2020

Shares 3,568 Value ($000) $434 Avg Close $93.86 Range $87.12 - $99.96

Q2 2020

Shares 3,636 Value ($000) $439 Avg Close $91.40 Range $78.00 - $102.76

Q1 2020

Shares 3,309 Value ($000) $367 Avg Close $98.28 Range $67.58 - $117.24

Q4 2019

Shares 3,162 Value ($000) $424 Avg Close $99.90 Range $95.55 - $107.55

Q3 2019

Shares 809 Value ($000) $118 Avg Close $102.47 Range $94.04 - $110.34

Q2 2019

Shares 3,584 Value ($000) $494 Avg Close $98.62 Range $91.51 - $103.66

Q1 2019

Shares 640 Value ($000) $90 Avg Close $94.64 Range $78.71 - $101.33

Q4 2018

Shares 1,094 Value ($000) $124 Avg Close $87.95 Range $74.66 - $107.42

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	5,403	$1,600	$298.78	$262.11 - $324.90
Q3 2025	5,358	$1,512	$259.55	$232.08 - $292.01
Q2 2025	5,339	$1,574	$253.82	$210.49 - $292.56
Q4 2024	5,300	$1,165	$216.31	$196.83 - $233.32
Q3 2024	4,720	$1,043	$188.97	$166.24 - $216.80
Q2 2024	29,780	$1	$165.85	$154.39 - $183.50
Q1 2024	4,702	$1	$172.56	$148.54 - $189.10
Q4 2023	4,631	$1	$141.50	$126.39 - $156.49
Q3 2023	4,687	$1	$131.75	$120.98 - $141.33
Q2 2023	4,580	$613	$118.05	$110.47 - $128.27
Q1 2023	4,484	$588	$120.73	$110.43 - $131.92
Q3 2022	4,187	$497	$115.64	$105.06 - $124.09
Q2 2022	4,128	$582	$117.50	$107.95 - $126.60
Q1 2022	4,086	$531	$112.10	$102.68 - $121.43
Q4 2021	4,265	$570	$106.49	$97.83 - $117.62
Q3 2021	4,123	$595	$112.12	$106.97 - $117.48
Q2 2021	4,123	$604	$113.44	$102.70 - $121.73
Q1 2021	4,295	$517	$98.07	$91.22 - $107.97
Q4 2020	4,295	$517	$93.41	$81.15 - $103.82
Q3 2020	3,568	$434	$93.86	$87.12 - $99.96
Q2 2020	3,636	$439	$91.40	$78.00 - $102.76
Q1 2020	3,309	$367	$98.28	$67.58 - $117.24
Q4 2019	3,162	$424	$99.90	$95.55 - $107.55
Q3 2019	809	$118	$102.47	$94.04 - $110.34
Q2 2019	3,584	$494	$98.62	$91.51 - $103.66
Q1 2019	640	$90	$94.64	$78.71 - $101.33
Q4 2018	1,094	$124	$87.95	$74.66 - $107.42