ISHARES TR

Ticker: SUSB CUSIP: 46435G243 Class: ESG AWRE 1 5 YR

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

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

Q4 2025
Shares 14,871 Value ($000) $375 Avg Close — Range —
Q3 2025
Shares 18,273 Value ($000) $462 Avg Close — Range —
Q2 2025
Shares 15,576 Value ($000) $392 Avg Close — Range —
Q1 2025
Shares 12,508 Value ($000) $313 Avg Close — Range —
Q4 2024
Shares 10,849 Value ($000) $268 Avg Close — Range —
Q3 2024
Shares 8,675 Value ($000) $218 Avg Close — Range —
Q4 2019
Shares 20,020 Value ($000) $509 Avg Close — Range —
Q3 2019
Shares 20,020 Value ($000) $510 Avg Close — Range —
Q2 2019
Shares 20,020 Value ($000) $507 Avg Close — Range —
Q1 2019
Shares 20,020 Value ($000) $501 Avg Close — Range —