INTERNATIONAL BUSINESS MACHS

Ticker: IBM CUSIP: 459200101 Class: COM

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC's Holding History (CIK: 0001812177)

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

Q4 2025

Shares 4,308 Value ($000) $1,276 Avg Close $298.78 Range $262.11 - $324.90

Q3 2025

Shares 4,542 Value ($000) $1,281 Avg Close $259.55 Range $232.08 - $292.01

Q2 2025

Shares 4,579 Value ($000) $1,350 Avg Close $253.82 Range $210.49 - $292.56

Q1 2025

Shares 4,081 Value ($000) $1,015 Avg Close $239.40 Range $209.20 - $261.47

Q4 2024

Shares 4,063 Value ($000) $893 Avg Close $216.31 Range $196.83 - $233.32

Q3 2024

Shares 4,044 Value ($000) $894 Avg Close $188.97 Range $166.24 - $216.80

Q2 2024

Shares 3,834 Value ($000) $663 Avg Close $165.85 Range $154.39 - $183.50

Q1 2024

Shares 3,810 Value ($000) $728 Avg Close $172.56 Range $148.54 - $189.10

Q4 2023

Shares 3,800 Value ($000) $622 Avg Close $141.50 Range $126.39 - $156.49

Q3 2023

Shares 3,524 Value ($000) $494 Avg Close $131.75 Range $120.98 - $141.33

Q2 2023

Shares 3,500 Value ($000) $468 Avg Close $118.05 Range $110.47 - $128.27

Q1 2023

Shares 3,399 Value ($000) $446 Avg Close $120.73 Range $110.43 - $131.92

Q3 2022

Shares 3,516 Value ($000) $418 Avg Close $115.64 Range $105.06 - $124.09

Q2 2022

Shares 3,489 Value ($000) $493 Avg Close $117.50 Range $107.95 - $126.60

Q1 2022

Shares 3,576 Value ($000) $465 Avg Close $112.10 Range $102.68 - $121.43

Q4 2021

Shares 4,223 Value ($000) $564 Avg Close $106.49 Range $97.83 - $117.62

Q3 2021

Shares 5,389 Value ($000) $749 Avg Close $112.12 Range $106.97 - $117.48

Q2 2021

Shares 5,586 Value ($000) $819 Avg Close $113.44 Range $102.70 - $121.73

Q1 2021

Shares 5,808 Value ($000) $774 Avg Close $98.07 Range $91.22 - $107.97

Q4 2020

Shares 6,556 Value ($000) $825 Avg Close $93.41 Range $81.15 - $103.82

Q3 2020

Shares 8,633 Value ($000) $1,050 Avg Close $93.86 Range $87.12 - $99.96

Q2 2020

Shares 8,132 Value ($000) $982 Avg Close $91.40 Range $78.00 - $102.76

Q1 2020

Shares 7,913 Value ($000) $878 Avg Close $98.28 Range $67.58 - $117.24

Q4 2019

Shares 8,533 Value ($000) $1,144 Avg Close $99.90 Range $95.55 - $107.55

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	4,308	$1,276	$298.78	$262.11 - $324.90
Q3 2025	4,542	$1,281	$259.55	$232.08 - $292.01
Q2 2025	4,579	$1,350	$253.82	$210.49 - $292.56
Q1 2025	4,081	$1,015	$239.40	$209.20 - $261.47
Q4 2024	4,063	$893	$216.31	$196.83 - $233.32
Q3 2024	4,044	$894	$188.97	$166.24 - $216.80
Q2 2024	3,834	$663	$165.85	$154.39 - $183.50
Q1 2024	3,810	$728	$172.56	$148.54 - $189.10
Q4 2023	3,800	$622	$141.50	$126.39 - $156.49
Q3 2023	3,524	$494	$131.75	$120.98 - $141.33
Q2 2023	3,500	$468	$118.05	$110.47 - $128.27
Q1 2023	3,399	$446	$120.73	$110.43 - $131.92
Q3 2022	3,516	$418	$115.64	$105.06 - $124.09
Q2 2022	3,489	$493	$117.50	$107.95 - $126.60
Q1 2022	3,576	$465	$112.10	$102.68 - $121.43
Q4 2021	4,223	$564	$106.49	$97.83 - $117.62
Q3 2021	5,389	$749	$112.12	$106.97 - $117.48
Q2 2021	5,586	$819	$113.44	$102.70 - $121.73
Q1 2021	5,808	$774	$98.07	$91.22 - $107.97
Q4 2020	6,556	$825	$93.41	$81.15 - $103.82
Q3 2020	8,633	$1,050	$93.86	$87.12 - $99.96
Q2 2020	8,132	$982	$91.40	$78.00 - $102.76
Q1 2020	7,913	$878	$98.28	$67.58 - $117.24
Q4 2019	8,533	$1,144	$99.90	$95.55 - $107.55