KLA CORP

Ticker: KLAC CUSIP: 482480100 Class: COM NEW

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

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

Q4 2025

Shares 2,374 Value ($000) $2,885 Avg Close $1171.91 Range $979.33 - $1286.81

Q3 2025

Shares 2,380 Value ($000) $2,567 Avg Close $930.36 Range $830.85 - $1083.78

Q2 2025

Shares 2,380 Value ($000) $2,132 Avg Close $748.55 Range $547.89 - $911.31

Q1 2025

Shares 2,380 Value ($000) $1,618 Avg Close $714.90 Range $626.53 - $787.27

Q4 2024

Shares 2,380 Value ($000) $1,500 Avg Close $669.07 Range $604.24 - $823.66

Q3 2024

Shares 2,380 Value ($000) $1,843 Avg Close $775.08 Range $639.56 - $884.65

Q2 2024

Shares 2,400 Value ($000) $1,979 Avg Close $728.44 Range $613.80 - $865.13

Q1 2024

Shares 2,428 Value ($000) $1,696 Avg Close $631.89 Range $533.07 - $718.19

Q4 2023

Shares 2,428 Value ($000) $1,411 Avg Close $510.90 Range $439.38 - $587.15

Q3 2023

Shares 2,481 Value ($000) $1,138 Avg Close $469.45 Range $431.39 - $509.83

Q2 2023

Shares 2,481 Value ($000) $1,203 Avg Close $407.84 Range $346.68 - $477.23

Q1 2023

Shares 2,495 Value ($000) $996 Avg Close $383.34 Range $350.54 - $417.01

Q4 2022

Shares 2,530 Value ($000) $954 Avg Close $337.92 Range $242.12 - $407.40

Q3 2022

Shares 2,856 Value ($000) $864 Avg Close $334.63 Range $272.74 - $384.72

Q2 2022

Shares 2,856 Value ($000) $911 Avg Close $323.74 Range $294.07 - $359.05

Q1 2022

Shares 2,856 Value ($000) $1,045 Avg Close $358.99 Range $298.47 - $438.16

Q4 2021

Shares 2,856 Value ($000) $1,228 Avg Close $369.50 Range $304.02 - $424.08

Q3 2021

Shares 1,487 Value ($000) $497 Avg Close $318.72 Range $273.94 - $358.15

Q2 2021

Shares 1,487 Value ($000) $482 Avg Close $304.93 Range $271.63 - $341.75

Q1 2021

Shares 1,487 Value ($000) $491 Avg Close $285.88 Range $244.18 - $324.26

Q4 2020

Shares 1,637 Value ($000) $424 Avg Close $220.47 Range $179.54 - $254.78

Q3 2020

Shares 1,637 Value ($000) $317 Avg Close $186.13 Range $161.70 - $206.30

Q2 2020

Shares 1,624 Value ($000) $316 Avg Close $160.31 Range $117.44 - $185.62

Q1 2020

Shares 1,624 Value ($000) $233 Avg Close $150.21 Range $103.06 - $171.72

Q4 2019

Shares 1,777 Value ($000) $317 Avg Close $155.73 Range $142.30 - $167.48

Q3 2019

Shares 1,761 Value ($000) $281 Avg Close $129.13 Range $106.76 - $150.68

Q1 2019

Shares 1,899 Value ($000) $227 Avg Close $98.08 Range $77.84 - $114.05

Q4 2017

Shares 1,899 Value ($000) $200 Avg Close $92.93 Range $87.45 - $101.17

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	2,374	$2,885	$1171.91	$979.33 - $1286.81
Q3 2025	2,380	$2,567	$930.36	$830.85 - $1083.78
Q2 2025	2,380	$2,132	$748.55	$547.89 - $911.31
Q1 2025	2,380	$1,618	$714.90	$626.53 - $787.27
Q4 2024	2,380	$1,500	$669.07	$604.24 - $823.66
Q3 2024	2,380	$1,843	$775.08	$639.56 - $884.65
Q2 2024	2,400	$1,979	$728.44	$613.80 - $865.13
Q1 2024	2,428	$1,696	$631.89	$533.07 - $718.19
Q4 2023	2,428	$1,411	$510.90	$439.38 - $587.15
Q3 2023	2,481	$1,138	$469.45	$431.39 - $509.83
Q2 2023	2,481	$1,203	$407.84	$346.68 - $477.23
Q1 2023	2,495	$996	$383.34	$350.54 - $417.01
Q4 2022	2,530	$954	$337.92	$242.12 - $407.40
Q3 2022	2,856	$864	$334.63	$272.74 - $384.72
Q2 2022	2,856	$911	$323.74	$294.07 - $359.05
Q1 2022	2,856	$1,045	$358.99	$298.47 - $438.16
Q4 2021	2,856	$1,228	$369.50	$304.02 - $424.08
Q3 2021	1,487	$497	$318.72	$273.94 - $358.15
Q2 2021	1,487	$482	$304.93	$271.63 - $341.75
Q1 2021	1,487	$491	$285.88	$244.18 - $324.26
Q4 2020	1,637	$424	$220.47	$179.54 - $254.78
Q3 2020	1,637	$317	$186.13	$161.70 - $206.30
Q2 2020	1,624	$316	$160.31	$117.44 - $185.62
Q1 2020	1,624	$233	$150.21	$103.06 - $171.72
Q4 2019	1,777	$317	$155.73	$142.30 - $167.48
Q3 2019	1,761	$281	$129.13	$106.76 - $150.68
Q1 2019	1,899	$227	$98.08	$77.84 - $114.05
Q4 2017	1,899	$200	$92.93	$87.45 - $101.17