INTERNATIONAL BUSINESS MACHS

Ticker: IBM CUSIP: 459200101 Class: COM

Strategic Wealth Investment Group, LLC's Holding History (CIK: 0001802365)

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

Q4 2025

Shares 31,927 Value ($000) $9,457 Avg Close $298.78 Range $262.11 - $324.90

Q3 2025

Shares 43,596 Value ($000) $12,301 Avg Close $259.55 Range $232.08 - $292.01

Q2 2025

Shares 1,509 Value ($000) $445 Avg Close $253.82 Range $210.49 - $292.56

Q1 2025

Shares 1,575 Value ($000) $392 Avg Close $239.40 Range $209.20 - $261.47

Q4 2024

Shares 47,833 Value ($000) $10,515 Avg Close $216.31 Range $196.83 - $233.32

Q3 2024

Shares 47,651 Value ($000) $10,452 Avg Close $188.97 Range $166.24 - $216.80

Q2 2024

Shares 72,663 Value ($000) $12,723 Avg Close $165.85 Range $154.39 - $183.50

Q4 2023

Shares 39,524 Value ($000) $6,464 Avg Close $141.50 Range $126.39 - $156.49

Q3 2023

Shares 33,831 Value ($000) $4,747 Avg Close $131.75 Range $120.98 - $141.33

Q2 2023

Shares 30,178 Value ($000) $4,038 Avg Close $118.05 Range $110.47 - $128.27

Q1 2023

Shares 23,761 Value ($000) $3,115 Avg Close $120.73 Range $110.43 - $131.92

Q4 2022

Shares 19,800 Value ($000) $2,780 Avg Close $123.05 Range $102.35 - $137.32

Q3 2022

Shares 17,595 Value ($000) $2,090 Avg Close $115.64 Range $105.06 - $124.09

Q2 2022

Shares 16,811 Value ($000) $2,374 Avg Close $117.50 Range $107.95 - $126.60

Q1 2022

Shares 17,896 Value ($000) $2,327 Avg Close $112.10 Range $102.68 - $121.43

Q4 2021

Shares 17,281 Value ($000) $2,310 Avg Close $106.49 Range $97.83 - $117.62

Q3 2021

Shares 12,738 Value ($000) $1,795 Avg Close $112.12 Range $106.97 - $117.48

Q2 2021

Shares 9,990 Value ($000) $1,464 Avg Close $113.44 Range $102.70 - $121.73

Q1 2021

Shares 7,300 Value ($000) $973 Avg Close $98.07 Range $91.22 - $107.97

Q4 2020

Shares 5,618 Value ($000) $707 Avg Close $93.41 Range $81.15 - $103.82

Q3 2020

Shares 4,960 Value ($000) $603 Avg Close $93.86 Range $87.12 - $99.96

Q2 2020

Shares 4,397 Value ($000) $531 Avg Close $91.40 Range $78.00 - $102.76

Q1 2020

Shares 11,834 Value ($000) $1,313 Avg Close $98.28 Range $67.58 - $117.24

Q4 2019

Shares 9,587 Value ($000) $1,285 Avg Close $99.90 Range $95.55 - $107.55

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	31,927	$9,457	$298.78	$262.11 - $324.90
Q3 2025	43,596	$12,301	$259.55	$232.08 - $292.01
Q2 2025	1,509	$445	$253.82	$210.49 - $292.56
Q1 2025	1,575	$392	$239.40	$209.20 - $261.47
Q4 2024	47,833	$10,515	$216.31	$196.83 - $233.32
Q3 2024	47,651	$10,452	$188.97	$166.24 - $216.80
Q2 2024	72,663	$12,723	$165.85	$154.39 - $183.50
Q4 2023	39,524	$6,464	$141.50	$126.39 - $156.49
Q3 2023	33,831	$4,747	$131.75	$120.98 - $141.33
Q2 2023	30,178	$4,038	$118.05	$110.47 - $128.27
Q1 2023	23,761	$3,115	$120.73	$110.43 - $131.92
Q4 2022	19,800	$2,780	$123.05	$102.35 - $137.32
Q3 2022	17,595	$2,090	$115.64	$105.06 - $124.09
Q2 2022	16,811	$2,374	$117.50	$107.95 - $126.60
Q1 2022	17,896	$2,327	$112.10	$102.68 - $121.43
Q4 2021	17,281	$2,310	$106.49	$97.83 - $117.62
Q3 2021	12,738	$1,795	$112.12	$106.97 - $117.48
Q2 2021	9,990	$1,464	$113.44	$102.70 - $121.73
Q1 2021	7,300	$973	$98.07	$91.22 - $107.97
Q4 2020	5,618	$707	$93.41	$81.15 - $103.82
Q3 2020	4,960	$603	$93.86	$87.12 - $99.96
Q2 2020	4,397	$531	$91.40	$78.00 - $102.76
Q1 2020	11,834	$1,313	$98.28	$67.58 - $117.24
Q4 2019	9,587	$1,285	$99.90	$95.55 - $107.55