ISHARES BITCOIN TRUST ETF

Ticker: IBIT CUSIP: 46438F101 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 6,614 Value ($000) $328 Avg Close — Range —
Q3 2025
Shares 7,781 Value ($000) $506 Avg Close — Range —
Q2 2025
Shares 6,482 Value ($000) $397 Avg Close — Range —
Q1 2025
Shares 4,756 Value ($000) $223 Avg Close — Range —