ONESTREAM INC

Ticker: OS CUSIP: 68278B107 Class: CL A

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

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

Q4 2025
Shares 20,484 Value ($000) $376 Avg Close $19.07 Range $16.51 - $23.93
Q3 2025
Shares 22,886 Value ($000) $422 Avg Close $21.95 Range $18.15 - $27.21