INTERNATIONAL BUSINESS MACHS

Ticker: IBM CUSIP: 459200101 Class: COM

Plan Group Financial, LLC's Holding History (CIK: 0001940033)

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

Q4 2025

Shares 9,833 Value ($000) $2,913 Avg Close $298.78 Range $262.11 - $324.90

Q3 2025

Shares 9,256 Value ($000) $2,612 Avg Close $259.55 Range $232.08 - $292.01

Q2 2025

Shares 7,401 Value ($000) $2,182 Avg Close $253.82 Range $210.49 - $292.56

Q1 2025

Shares 6,551 Value ($000) $1,629 Avg Close $239.40 Range $209.20 - $261.47

Q4 2024

Shares 4,619 Value ($000) $1,015 Avg Close $216.31 Range $196.83 - $233.32

Q3 2024

Shares 4,231 Value ($000) $935 Avg Close $188.97 Range $166.24 - $216.80

Q2 2024

Shares 3,807 Value ($000) $658 Avg Close $165.85 Range $154.39 - $183.50

Q1 2024

Shares 1,920 Value ($000) $367 Avg Close $172.56 Range $148.54 - $189.10

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	9,833	$2,913	$298.78	$262.11 - $324.90
Q3 2025	9,256	$2,612	$259.55	$232.08 - $292.01
Q2 2025	7,401	$2,182	$253.82	$210.49 - $292.56
Q1 2025	6,551	$1,629	$239.40	$209.20 - $261.47
Q4 2024	4,619	$1,015	$216.31	$196.83 - $233.32
Q3 2024	4,231	$935	$188.97	$166.24 - $216.80
Q2 2024	3,807	$658	$165.85	$154.39 - $183.50
Q1 2024	1,920	$367	$172.56	$148.54 - $189.10