POOL CORP

Ticker: POOL CUSIP: 73278L105 Class: EQTY

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

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

Q2 2025

Shares 998 Value ($000) $291 Avg Close $299.22 Range $279.77 - $322.56

Q1 2025

Shares 998 Value ($000) $318 Avg Close $334.01 Range $307.50 - $368.69

Q4 2024

Shares 998 Value ($000) $340 Avg Close $357.95 Range $332.13 - $389.22

Q3 2024

Shares 814 Value ($000) $307 Avg Close $338.65 Range $286.80 - $375.56

Period	Shares	Value ($000)	Average Close	Price Range
Q2 2025	998	$291	$299.22	$279.77 - $322.56
Q1 2025	998	$318	$334.01	$307.50 - $368.69
Q4 2024	998	$340	$357.95	$332.13 - $389.22
Q3 2024	814	$307	$338.65	$286.80 - $375.56