SPDR SER TR

Ticker: SPYD CUSIP: 78468R788 Class: PRTFLO S&P500 HI

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

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

Q2 2020
Shares 31,077 Value ($000) $866 Avg Close — Range —
Q1 2020
Shares 29,234 Value ($000) $719 Avg Close — Range —
Q4 2019
Shares 28,268 Value ($000) $1,115 Avg Close — Range —
Q3 2019
Shares 26,498 Value ($000) $1,006 Avg Close — Range —
Q2 2019
Shares 25,072 Value ($000) $954 Avg Close — Range —
Q1 2019
Shares 22,994 Value ($000) $870 Avg Close — Range —
Q4 2018
Shares 21,417 Value ($000) $730 Avg Close — Range —
Q3 2018
Shares 21,642 Value ($000) $809 Avg Close — Range —
Q2 2018
Shares 20,771 Value ($000) $777 Avg Close — Range —
Q1 2018
Shares 18,995 Value ($000) $688 Avg Close — Range —
Q4 2017
Shares 14,559 Value ($000) $545 Avg Close — Range —