INTERNATIONAL BUSINESS MACHS

Ticker: IBM CUSIP: 459200101 Class: COM

LGT Financial Advisors LLC's Holding History (CIK: 0001965191)

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

Q4 2025

Shares 33 Value ($000) $10 Avg Close $298.78 Range $262.11 - $324.90

Q3 2025

Shares 33 Value ($000) $9 Avg Close $259.55 Range $232.08 - $292.01

Q2 2025

Shares 33 Value ($000) $10 Avg Close $253.82 Range $210.49 - $292.56

Q1 2024

Shares 1,000 Value ($000) $191 Avg Close $172.56 Range $148.54 - $189.10

Q4 2023

Shares 1,000 Value ($000) $164 Avg Close $141.50 Range $126.39 - $156.49

Q3 2023

Shares 1,017 Value ($000) $143 Avg Close $131.75 Range $120.98 - $141.33

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	33	$10	$298.78	$262.11 - $324.90
Q3 2025	33	$9	$259.55	$232.08 - $292.01
Q2 2025	33	$10	$253.82	$210.49 - $292.56
Q1 2024	1,000	$191	$172.56	$148.54 - $189.10
Q4 2023	1,000	$164	$141.50	$126.39 - $156.49
Q3 2023	1,017	$143	$131.75	$120.98 - $141.33