REGAL BELOIT CORP

Ticker: RRX CUSIP: 758750103 Class: COM

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

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

Q4 2025

Shares 3,308 Value ($000) $464 Avg Close $142.29 Range $127.96 - $157.25

Q3 2025

Shares 3,470 Value ($000) $498 Avg Close $147.38 Range $135.55 - $160.40

Q2 2025

Shares 3,304 Value ($000) $479 Avg Close $125.42 Range $90.56 - $149.18

Q1 2025

Shares 3,304 Value ($000) $376 Avg Close $138.92 Range $111.15 - $167.78

Q3 2024

Shares 1,216 Value ($000) $202 Avg Close $154.47 Range $130.94 - $174.76

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	3,308	$464	$142.29	$127.96 - $157.25
Q3 2025	3,470	$498	$147.38	$135.55 - $160.40
Q2 2025	3,304	$479	$125.42	$90.56 - $149.18
Q1 2025	3,304	$376	$138.92	$111.15 - $167.78
Q3 2024	1,216	$202	$154.47	$130.94 - $174.76