PALO ALTO NETWORKS INC

Ticker: PANW CUSIP: 697435105 Class: COM

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

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

Q4 2025

Shares 13,604 Value ($000) $2,506 Avg Close $201.75 Range $180.05 - $223.61

Q3 2025

Shares 14,137 Value ($000) $2,879 Avg Close $191.42 Range $165.21 - $210.39

Q2 2025

Shares 14,415 Value ($000) $2,950 Avg Close $185.70 Range $144.15 - $206.74

Q1 2025

Shares 15,253 Value ($000) $2,603 Avg Close $184.92 Range $165.88 - $208.39

Q4 2024

Shares 15,491 Value ($000) $2,819 Avg Close $188.91 Range $164.13 - $207.24

Q3 2024

Shares 7,900 Value ($000) $2,700 Avg Close $168.32 Range $142.01 - $187.69

Q2 2024

Shares 7,904 Value ($000) $2,680 Avg Close $149.57 Range $132.50 - $172.95

Q1 2024

Shares 8,168 Value ($000) $2,321 Avg Close $157.74 Range $130.04 - $190.42

Q4 2023

Shares 7,833 Value ($000) $2,310 Avg Close $133.70 Range $115.05 - $159.00

Q3 2023

Shares 8,035 Value ($000) $1,884 Avg Close $118.33 Range $100.58 - $129.44

Q2 2023

Shares 8,060 Value ($000) $2,059 Avg Close $104.05 Range $88.15 - $128.41

Q1 2023

Shares 8,058 Value ($000) $1,610 Avg Close $84.74 Range $66.11 - $100.15

Q4 2022

Shares 8,091 Value ($000) $1,129 Avg Close $80.29 Range $68.37 - $89.50

Q3 2022

Shares 8,656 Value ($000) $1,418 Avg Close $86.60 Range $77.20 - $96.47

Q2 2022

Shares 2,834 Value ($000) $1,400 Avg Close $88.67 Range $70.26 - $106.82

Q1 2022

Shares 2,837 Value ($000) $1,766 Avg Close $89.50 Range $75.96 - $105.98

Q4 2021

Shares 2,944 Value ($000) $1,639 Avg Close $86.50 Range $77.19 - $95.44

Q3 2021

Shares 2,953 Value ($000) $1,414 Avg Close $70.26 Range $59.73 - $82.65

Q2 2021

Shares 2,849 Value ($000) $1,057 Avg Close $59.25 Range $53.70 - $64.45

Q1 2021

Shares 2,860 Value ($000) $921 Avg Close $59.44 Range $51.93 - $67.17

Q4 2020

Shares 2,884 Value ($000) $1,025 Avg Close $46.72 Range $36.56 - $62.50

Q3 2020

Shares 2,912 Value ($000) $713 Avg Close $41.60 Range $37.86 - $45.84

Q2 2020

Shares 2,903 Value ($000) $667 Avg Close $35.23 Range $26.33 - $40.52

Q1 2020

Shares 2,953 Value ($000) $484 Avg Close $34.91 Range $20.91 - $41.85

Q4 2019

Shares 4,137 Value ($000) $957 Avg Close $37.82 Range $33.75 - $41.83

Q3 2019

Shares 4,416 Value ($000) $900 Avg Close $35.39 Range $32.03 - $38.32

Q2 2019

Shares 4,471 Value ($000) $911 Avg Close $37.41 Range $32.45 - $41.82

Q1 2019

Shares 4,332 Value ($000) $1,052 Avg Close $37.09 Range $29.80 - $43.44

Q4 2017

Shares 2,093 Value ($000) $304 Avg Close $24.33 Range $22.64 - $26.14

Q2 2017

Shares 2,346 Value ($000) $316 Avg Close $20.20 Range $17.89 - $23.55

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	13,604	$2,506	$201.75	$180.05 - $223.61
Q3 2025	14,137	$2,879	$191.42	$165.21 - $210.39
Q2 2025	14,415	$2,950	$185.70	$144.15 - $206.74
Q1 2025	15,253	$2,603	$184.92	$165.88 - $208.39
Q4 2024	15,491	$2,819	$188.91	$164.13 - $207.24
Q3 2024	7,900	$2,700	$168.32	$142.01 - $187.69
Q2 2024	7,904	$2,680	$149.57	$132.50 - $172.95
Q1 2024	8,168	$2,321	$157.74	$130.04 - $190.42
Q4 2023	7,833	$2,310	$133.70	$115.05 - $159.00
Q3 2023	8,035	$1,884	$118.33	$100.58 - $129.44
Q2 2023	8,060	$2,059	$104.05	$88.15 - $128.41
Q1 2023	8,058	$1,610	$84.74	$66.11 - $100.15
Q4 2022	8,091	$1,129	$80.29	$68.37 - $89.50
Q3 2022	8,656	$1,418	$86.60	$77.20 - $96.47
Q2 2022	2,834	$1,400	$88.67	$70.26 - $106.82
Q1 2022	2,837	$1,766	$89.50	$75.96 - $105.98
Q4 2021	2,944	$1,639	$86.50	$77.19 - $95.44
Q3 2021	2,953	$1,414	$70.26	$59.73 - $82.65
Q2 2021	2,849	$1,057	$59.25	$53.70 - $64.45
Q1 2021	2,860	$921	$59.44	$51.93 - $67.17
Q4 2020	2,884	$1,025	$46.72	$36.56 - $62.50
Q3 2020	2,912	$713	$41.60	$37.86 - $45.84
Q2 2020	2,903	$667	$35.23	$26.33 - $40.52
Q1 2020	2,953	$484	$34.91	$20.91 - $41.85
Q4 2019	4,137	$957	$37.82	$33.75 - $41.83
Q3 2019	4,416	$900	$35.39	$32.03 - $38.32
Q2 2019	4,471	$911	$37.41	$32.45 - $41.82
Q1 2019	4,332	$1,052	$37.09	$29.80 - $43.44
Q4 2017	2,093	$304	$24.33	$22.64 - $26.14
Q2 2017	2,346	$316	$20.20	$17.89 - $23.55