PUBLIC STORAGE

Ticker: PSA CUSIP: 74460D109 Class: COM

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

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

Q2 2023
Shares 691 Value ($000) $202 Avg Close $260.93 Range $249.35 - $282.76
Q1 2023
Shares 691 Value ($000) $209 Avg Close $260.60 Range $238.85 - $279.30
Q3 2022
Shares 691 Value ($000) $202 Avg Close $281.16 Range $249.46 - $311.83
Q2 2022
Shares 691 Value ($000) $216 Avg Close $288.90 Range $246.18 - $351.52
Q1 2022
Shares 676 Value ($000) $264 Avg Close $301.16 Range $281.87 - $333.76
Q4 2021
Shares 676 Value ($000) $253 Avg Close $275.62 Range $241.87 - $312.77
Q3 2021
Shares 731 Value ($000) $217 Avg Close $257.31 Range $240.92 - $272.70
Q2 2021
Shares 677 Value ($000) $204 Avg Close $228.51 Range $201.27 - $250.50
Q4 2019
Shares 1,056 Value ($000) $225 Avg Close $170.95 Range $157.47 - $191.49
Q3 2019
Shares 1,056 Value ($000) $259 Avg Close $191.87 Range $178.32 - $203.48
Q2 2019
Shares 1,568 Value ($000) $373 Avg Close $173.84 Range $160.88 - $187.72
Q1 2019
Shares 1,568 Value ($000) $341 Avg Close $157.22 Range $145.34 - $171.02
Q4 2018
Shares 1,589 Value ($000) $318 Avg Close $151.89 Range $144.13 - $160.93
Q4 2017
Shares 1,574 Value ($000) $329 Avg Close $151.35 Range $141.59 - $156.89
Q2 2017
Shares 1,631 Value ($000) $340 Avg Close $151.11 Range $141.61 - $162.82