INTERNATIONAL BUSINESS MACHS

Ticker: IBM CUSIP: 459200101 Class: COM

SageView Advisory Group, LLC's Holding History (CIK: 0001914558)

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

Q4 2025

Shares 10,593 Value ($000) $3,138 Avg Close $298.78 Range $262.11 - $324.90

Q3 2025

Shares 11,178 Value ($000) $3,154 Avg Close $259.55 Range $232.08 - $292.01

Q2 2025

Shares 11,294 Value ($000) $2,973 Avg Close $253.82 Range $210.49 - $292.56

Q1 2025

Shares 9,863 Value ($000) $2,452 Avg Close $239.40 Range $209.20 - $261.47

Q4 2024

Shares 10,018 Value ($000) $2,202 Avg Close $216.31 Range $196.83 - $233.32

Q3 2024

Shares 6,829 Value ($000) $1,510 Avg Close $188.97 Range $166.24 - $216.80

Q2 2024

Shares 8,234 Value ($000) $1,424 Avg Close $165.85 Range $154.39 - $183.50

Q4 2023

Shares 12,114 Value ($000) $2,276 Avg Close $141.50 Range $126.39 - $156.49

Q3 2023

Shares 10,243 Value ($000) $1,437 Avg Close $131.75 Range $120.98 - $141.33

Q2 2023

Shares 11,224 Value ($000) $1,502 Avg Close $118.05 Range $110.47 - $128.27

Q1 2023

Shares 9,846 Value ($000) $1,291 Avg Close $120.73 Range $110.43 - $131.92

Q4 2022

Shares 2,970 Value ($000) $419 Avg Close $123.05 Range $102.35 - $137.32

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	10,593	$3,138	$298.78	$262.11 - $324.90
Q3 2025	11,178	$3,154	$259.55	$232.08 - $292.01
Q2 2025	11,294	$2,973	$253.82	$210.49 - $292.56
Q1 2025	9,863	$2,452	$239.40	$209.20 - $261.47
Q4 2024	10,018	$2,202	$216.31	$196.83 - $233.32
Q3 2024	6,829	$1,510	$188.97	$166.24 - $216.80
Q2 2024	8,234	$1,424	$165.85	$154.39 - $183.50
Q4 2023	12,114	$2,276	$141.50	$126.39 - $156.49
Q3 2023	10,243	$1,437	$131.75	$120.98 - $141.33
Q2 2023	11,224	$1,502	$118.05	$110.47 - $128.27
Q1 2023	9,846	$1,291	$120.73	$110.43 - $131.92
Q4 2022	2,970	$419	$123.05	$102.35 - $137.32