ISHARES TR

Ticker: SUSL CUSIP: 46435U218 Class: COM

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

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

Q4 2025
Shares 2,200 Value ($000) $267 Avg Close — Range —
Q3 2025
Shares 2,200 Value ($000) $257 Avg Close — Range —
Q2 2025
Shares 2,200 Value ($000) $238 Avg Close — Range —
Q1 2025
Shares 2,200 Value ($000) $211 Avg Close — Range —
Q4 2024
Shares 2,200 Value ($000) $227 Avg Close — Range —
Q3 2024
Shares 2,200 Value ($000) $223 Avg Close — Range —
Q2 2024
Shares 2,200 Value ($000) $214 Avg Close — Range —
Q1 2024
Shares 2,200 Value ($000) $206 Avg Close — Range —