SELECT SECTOR SPDR TR

Ticker: XLRE CUSIP: 81369Y860 Class: Exchange Traded Fund

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

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

Q1 2022
Shares 4,743 Value ($000) $229 Avg Close — Range —
Q4 2021
Shares 4,770 Value ($000) $247 Avg Close — Range —
Q3 2021
Shares 4,829 Value ($000) $215 Avg Close — Range —
Q2 2021
Shares 4,829 Value ($000) $214 Avg Close — Range —
Q3 2020
Shares 11,869 Value ($000) $419 Avg Close — Range —
Q2 2020
Shares 11,448 Value ($000) $399 Avg Close — Range —
Q1 2020
Shares 9,537 Value ($000) $296 Avg Close — Range —
Q4 2019
Shares 13,297 Value ($000) $514 Avg Close — Range —
Q3 2019
Shares 14,351 Value ($000) $565 Avg Close — Range —
Q2 2019
Shares 14,209 Value ($000) $522 Avg Close — Range —
Q1 2019
Shares 5,548 Value ($000) $201 Avg Close — Range —
Q2 2017
Shares 6,784 Value ($000) $206 Avg Close — Range —