INTERNATIONAL BUSINESS MACHS

Ticker: IBM CUSIP: 459200101 Class: COM

True Wealth Design, LLC's Holding History (CIK: 0001966033)

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

Q4 2025
Shares 415 Value ($000) $123 Avg Close $298.78 Range $262.11 - $324.90
Q3 2025
Shares 245 Value ($000) $69 Avg Close $259.55 Range $232.08 - $292.01
Q2 2025
Shares 76 Value ($000) $22 Avg Close $253.82 Range $210.49 - $292.56
Q1 2025
Shares 67 Value ($000) $17 Avg Close $239.40 Range $209.20 - $261.47
Q4 2024
Shares 42 Value ($000) $9 Avg Close $216.31 Range $196.83 - $233.32
Q3 2024
Shares 31 Value ($000) $7 Avg Close $188.97 Range $166.24 - $216.80
Q2 2024
Shares 31 Value ($000) $5 Avg Close $165.85 Range $154.39 - $183.50
Q1 2024
Shares 82 Value ($000) $16 Avg Close $172.56 Range $148.54 - $189.10
Q4 2023
Shares 69 Value ($000) $11 Avg Close $141.50 Range $126.39 - $156.49
Q3 2023
Shares 15 Value ($000) $2 Avg Close $131.75 Range $120.98 - $141.33
Q2 2023
Shares 5,689 Value ($000) $761 Avg Close $118.05 Range $110.47 - $128.27
Q1 2023
Shares 5,722 Value ($000) $750 Avg Close $120.73 Range $110.43 - $131.92
Q4 2022
Shares 5,397 Value ($000) $760 Avg Close $123.05 Range $102.35 - $137.32