INTERNATIONAL BUSINESS MACHS

Ticker: IBM CUSIP: 459200101 Class: COM

TruWealth Advisors, LLC's Holding History (CIK: 0001834985)

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

Q4 2025

Shares 110,872 Value ($000) $32,841 Avg Close $298.78 Range $262.11 - $324.90

Q3 2025

Shares 108,751 Value ($000) $30,685 Avg Close $259.55 Range $232.08 - $292.01

Q2 2025

Shares 104,224 Value ($000) $30,723 Avg Close $253.82 Range $210.49 - $292.56

Q1 2025

Shares 101,010 Value ($000) $25,117 Avg Close $239.40 Range $209.20 - $261.47

Q4 2024

Shares 124,002 Value ($000) $27,259 Avg Close $216.31 Range $196.83 - $233.32

Q3 2024

Shares 125,819 Value ($000) $27,816 Avg Close $188.97 Range $166.24 - $216.80

Q2 2024

Shares 124,073 Value ($000) $21,458 Avg Close $165.85 Range $154.39 - $183.50

Q1 2024

Shares 48,378 Value ($000) $9,238 Avg Close $172.56 Range $148.54 - $189.10

Q4 2021

Shares 2,343 Value ($000) $313 Avg Close $106.49 Range $97.83 - $117.62

Q3 2021

Shares 2,331 Value ($000) $324 Avg Close $112.12 Range $106.97 - $117.48

Q2 2021

Shares 8,602 Value ($000) $1,261 Avg Close $113.44 Range $102.70 - $121.73

Q1 2021

Shares 7,912 Value ($000) $1,054 Avg Close $98.07 Range $91.22 - $107.97

Q4 2020

Shares 7,636 Value ($000) $961 Avg Close $93.41 Range $81.15 - $103.82

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	110,872	$32,841	$298.78	$262.11 - $324.90
Q3 2025	108,751	$30,685	$259.55	$232.08 - $292.01
Q2 2025	104,224	$30,723	$253.82	$210.49 - $292.56
Q1 2025	101,010	$25,117	$239.40	$209.20 - $261.47
Q4 2024	124,002	$27,259	$216.31	$196.83 - $233.32
Q3 2024	125,819	$27,816	$188.97	$166.24 - $216.80
Q2 2024	124,073	$21,458	$165.85	$154.39 - $183.50
Q1 2024	48,378	$9,238	$172.56	$148.54 - $189.10
Q4 2021	2,343	$313	$106.49	$97.83 - $117.62
Q3 2021	2,331	$324	$112.12	$106.97 - $117.48
Q2 2021	8,602	$1,261	$113.44	$102.70 - $121.73
Q1 2021	7,912	$1,054	$98.07	$91.22 - $107.97
Q4 2020	7,636	$961	$93.41	$81.15 - $103.82