SCHWAB STRATEGIC TR

Ticker: SCHZ CUSIP: 808524839 Class: US AGGREGATE B

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

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

Q4 2019
Shares 129 Value ($000) $7 Avg Close — Range —
Q4 2017
Shares 9,633 Value ($000) $500 Avg Close — Range —