MICROSTRATEGY INC

Ticker: MSTR CUSIP: 594972408 Class: EQTY

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

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

Q3 2025

Shares 2,427 Value ($000) $782 Avg Close $371.01 Range $292.36 - $457.22

Q2 2025

Shares 1,442 Value ($000) $583 Avg Close $364.26 Range $235.93 - $430.35

Q1 2025

Shares 1,557 Value ($000) $449 Avg Close $317.51 Range $231.51 - $404.42

Q4 2024

Shares 1,917 Value ($000) $555 Avg Close $300.91 Range $157.02 - $543.00

Q3 2024

Shares 1,329 Value ($000) $224 Avg Close $142.97 Range $102.40 - $183.70

Q1 2024

Shares 125 Value ($000) $214 Avg Close $91.17 Range $43.87 - $200.00

Period	Shares	Value ($000)	Average Close	Price Range
Q3 2025	2,427	$782	$371.01	$292.36 - $457.22
Q2 2025	1,442	$583	$364.26	$235.93 - $430.35
Q1 2025	1,557	$449	$317.51	$231.51 - $404.42
Q4 2024	1,917	$555	$300.91	$157.02 - $543.00
Q3 2024	1,329	$224	$142.97	$102.40 - $183.70
Q1 2024	125	$214	$91.17	$43.87 - $200.00