SPDR DOW JONES INDL AVERAGE

Ticker: DIA CUSIP: 78467X109 Class: UT SER 1

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

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

Q4 2025
Shares 1,185 Value ($000) $570 Avg Close — Range —
Q3 2025
Shares 1,280 Value ($000) $593 Avg Close — Range —
Q2 2025
Shares 1,178 Value ($000) $519 Avg Close — Range —
Q1 2025
Shares 1,069 Value ($000) $449 Avg Close — Range —
Q4 2024
Shares 1,068 Value ($000) $454 Avg Close — Range —
Q3 2024
Shares 1,065 Value ($000) $451 Avg Close — Range —
Q2 2024
Shares 1,064 Value ($000) $416 Avg Close — Range —
Q1 2024
Shares 3,322 Value ($000) $1,322 Avg Close — Range —
Q4 2023
Shares 3,644 Value ($000) $1,373 Avg Close — Range —
Q3 2023
Shares 3,642 Value ($000) $1,220 Avg Close — Range —
Q2 2023
Shares 4,241 Value ($000) $1,458 Avg Close — Range —
Q1 2023
Shares 3,539 Value ($000) $1,177 Avg Close — Range —
Q4 2022
Shares 3,752 Value ($000) $1,243 Avg Close — Range —
Q3 2022
Shares 3,161 Value ($000) $908 Avg Close — Range —
Q2 2022
Shares 5,159 Value ($000) $1,588 Avg Close — Range —
Q1 2022
Shares 3,159 Value ($000) $1,096 Avg Close — Range —
Q4 2021
Shares 2,137 Value ($000) $776 Avg Close — Range —
Q3 2021
Shares 2,109 Value ($000) $714 Avg Close — Range —
Q2 2021
Shares 1,643 Value ($000) $567 Avg Close — Range —
Q1 2021
Shares 1,496 Value ($000) $494 Avg Close — Range —
Q4 2020
Shares 1,739 Value ($000) $532 Avg Close — Range —
Q3 2020
Shares 1,647 Value ($000) $457 Avg Close — Range —
Q2 2020
Shares 3,531 Value ($000) $911 Avg Close — Range —
Q1 2020
Shares 1,356 Value ($000) $297 Avg Close — Range —
Q2 2019
Shares 751 Value ($000) $200 Avg Close — Range —
Q4 2017
Shares 2,448 Value ($000) $605 Avg Close — Range —
Q2 2015
Shares 7,869 Value ($000) $1,384 Avg Close — Range —
Q1 2015
Shares 8,360 Value ($000) $1,485 Avg Close — Range —
Q4 2014
Shares 9,467 Value ($000) $1,684 Avg Close — Range —
Q3 2014
Shares 11,375 Value ($000) $1,938 Avg Close — Range —
Q2 2014
Shares 11,676 Value ($000) $1,960 Avg Close — Range —
Q1 2014
Shares 10,056 Value ($000) $1,652 Avg Close — Range —
Q4 2013
Shares 12,154 Value ($000) $2,011 Avg Close — Range —
Q3 2013
Shares 13,675 Value ($000) $2,065 Avg Close — Range —
Q2 2013
Shares 18,933 Value ($000) $2,813 Avg Close — Range —