NUSHARES ETF TR

Ticker: NULV CUSIP: 67092P300 Class: NUVEEN ESG LRGVL

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

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

Q4 2025
Shares 6,047 Value ($000) $272 Avg Close — Range —
Q3 2025
Shares 9,767 Value ($000) $428 Avg Close — Range —
Q2 2025
Shares 8,712 Value ($000) $365 Avg Close — Range —
Q1 2025
Shares 6,821 Value ($000) $276 Avg Close — Range —
Q3 2024
Shares 5,426 Value ($000) $226 Avg Close — Range —
Q2 2024
Shares 5,426 Value ($000) $205 Avg Close — Range —
Q1 2024
Shares 12,585 Value ($000) $489 Avg Close — Range —
Q4 2023
Shares 13,254 Value ($000) $476 Avg Close — Range —
Q3 2023
Shares 17,266 Value ($000) $580 Avg Close — Range —
Q2 2023
Shares 17,828 Value ($000) $618 Avg Close — Range —
Q1 2023
Shares 19,140 Value ($000) $652 Avg Close — Range —
Q4 2022
Shares 19,066 Value ($000) $653 Avg Close — Range —
Q3 2022
Shares 19,066 Value ($000) $589 Avg Close — Range —
Q2 2022
Shares 19,421 Value ($000) $648 Avg Close — Range —
Q1 2022
Shares 19,421 Value ($000) $739 Avg Close — Range —
Q4 2021
Shares 14,756 Value ($000) $574 Avg Close — Range —
Q3 2021
Shares 9,581 Value ($000) $359 Avg Close — Range —