ISHARES TR

Ticker: TFLO CUSIP: 46434V860 Class: TRS FLT RT BD

Institute for Wealth Management, LLC.'s Holding History (CIK: 0001533954)

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

Q4 2025
Shares 8,174 Value ($000) $412 Avg Close — Range —
Q3 2025
Shares 8,603 Value ($000) $435 Avg Close — Range —
Q2 2025
Shares 8,518 Value ($000) $431 Avg Close — Range —
Q1 2025
Shares 8,371 Value ($000) $424 Avg Close — Range —
Q4 2024
Shares 7,978 Value ($000) $403 Avg Close — Range —
Q3 2024
Shares 7,884 Value ($000) $399 Avg Close — Range —
Q2 2024
Shares 7,238 Value ($000) $367 Avg Close — Range —
Q1 2024
Shares 7,256 Value ($000) $368 Avg Close — Range —
Q4 2023
Shares 15,489 Value ($000) $782 Avg Close — Range —
Q3 2023
Shares 4,043 Value ($000) $205 Avg Close — Range —