INTERNATIONAL BUSINESS MACHS

Ticker: IBM CUSIP: 459200101 Class: COM

Keudell/Morrison Wealth Management's Holding History (CIK: 0001785498)

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

Q4 2025

Shares 4,543 Value ($000) $1,346 Avg Close $298.78 Range $262.11 - $324.90

Q2 2025

Shares 4,949 Value ($000) $1,459 Avg Close $253.82 Range $210.49 - $292.56

Q1 2025

Shares 5,194 Value ($000) $1,291 Avg Close $239.40 Range $209.20 - $261.47

Q4 2024

Shares 5,221 Value ($000) $1,148 Avg Close $216.31 Range $196.83 - $233.32

Q3 2024

Shares 5,218 Value ($000) $1,154 Avg Close $188.97 Range $166.24 - $216.80

Q2 2024

Shares 5,191 Value ($000) $898 Avg Close $165.85 Range $154.39 - $183.50

Q1 2024

Shares 5,181 Value ($000) $989 Avg Close $172.56 Range $148.54 - $189.10

Q4 2023

Shares 5,281 Value ($000) $864 Avg Close $141.50 Range $126.39 - $156.49

Q3 2023

Shares 5,380 Value ($000) $755 Avg Close $131.75 Range $120.98 - $141.33

Q2 2023

Shares 6,180 Value ($000) $827 Avg Close $118.05 Range $110.47 - $128.27

Q1 2023

Shares 6,327 Value ($000) $829 Avg Close $120.73 Range $110.43 - $131.92

Q4 2022

Shares 6,331 Value ($000) $892 Avg Close $123.05 Range $102.35 - $137.32

Q3 2022

Shares 6,338 Value ($000) $753 Avg Close $115.64 Range $105.06 - $124.09

Q2 2022

Shares 6,287 Value ($000) $888 Avg Close $117.50 Range $107.95 - $126.60

Q1 2022

Shares 6,742 Value ($000) $877 Avg Close $112.10 Range $102.68 - $121.43

Q4 2021

Shares 5,281 Value ($000) $706 Avg Close $106.49 Range $97.83 - $117.62

Q3 2021

Shares 6,252 Value ($000) $869 Avg Close $112.12 Range $106.97 - $117.48

Q2 2021

Shares 6,902 Value ($000) $1,012 Avg Close $113.44 Range $102.70 - $121.73

Q1 2021

Shares 6,816 Value ($000) $908 Avg Close $98.07 Range $91.22 - $107.97

Q4 2020

Shares 7,011 Value ($000) $883 Avg Close $93.41 Range $81.15 - $103.82

Q3 2020

Shares 7,125 Value ($000) $867 Avg Close $93.86 Range $87.12 - $99.96

Q2 2020

Shares 6,898 Value ($000) $833 Avg Close $91.40 Range $78.00 - $102.76

Q1 2020

Shares 4,269 Value ($000) $474 Avg Close $98.28 Range $67.58 - $117.24

Q4 2019

Shares 4,292 Value ($000) $575 Avg Close $99.90 Range $95.55 - $107.55

Q3 2019

Shares 4,835 Value ($000) $703 Avg Close $102.47 Range $94.04 - $110.34

Q2 2019

Shares 4,797 Value ($000) $667 Avg Close $98.62 Range $91.51 - $103.66

Q1 2019

Shares 4,797 Value ($000) $677 Avg Close $94.64 Range $78.71 - $101.33

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	4,543	$1,346	$298.78	$262.11 - $324.90
Q2 2025	4,949	$1,459	$253.82	$210.49 - $292.56
Q1 2025	5,194	$1,291	$239.40	$209.20 - $261.47
Q4 2024	5,221	$1,148	$216.31	$196.83 - $233.32
Q3 2024	5,218	$1,154	$188.97	$166.24 - $216.80
Q2 2024	5,191	$898	$165.85	$154.39 - $183.50
Q1 2024	5,181	$989	$172.56	$148.54 - $189.10
Q4 2023	5,281	$864	$141.50	$126.39 - $156.49
Q3 2023	5,380	$755	$131.75	$120.98 - $141.33
Q2 2023	6,180	$827	$118.05	$110.47 - $128.27
Q1 2023	6,327	$829	$120.73	$110.43 - $131.92
Q4 2022	6,331	$892	$123.05	$102.35 - $137.32
Q3 2022	6,338	$753	$115.64	$105.06 - $124.09
Q2 2022	6,287	$888	$117.50	$107.95 - $126.60
Q1 2022	6,742	$877	$112.10	$102.68 - $121.43
Q4 2021	5,281	$706	$106.49	$97.83 - $117.62
Q3 2021	6,252	$869	$112.12	$106.97 - $117.48
Q2 2021	6,902	$1,012	$113.44	$102.70 - $121.73
Q1 2021	6,816	$908	$98.07	$91.22 - $107.97
Q4 2020	7,011	$883	$93.41	$81.15 - $103.82
Q3 2020	7,125	$867	$93.86	$87.12 - $99.96
Q2 2020	6,898	$833	$91.40	$78.00 - $102.76
Q1 2020	4,269	$474	$98.28	$67.58 - $117.24
Q4 2019	4,292	$575	$99.90	$95.55 - $107.55
Q3 2019	4,835	$703	$102.47	$94.04 - $110.34
Q2 2019	4,797	$667	$98.62	$91.51 - $103.66
Q1 2019	4,797	$677	$94.64	$78.71 - $101.33