SMARTSHEET INC

CUSIP: 83200N103 Class: Common Stock

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

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

Q4 2024
Shares 4,396 Value ($000) $246 Avg Close — Range —
Q3 2024
Shares 4,421 Value ($000) $245 Avg Close — Range —
Q4 2023
Shares 4,396 Value ($000) $210 Avg Close — Range —
Q1 2023
Shares 4,396 Value ($000) $210 Avg Close — Range —
Q1 2022
Shares 4,396 Value ($000) $241 Avg Close — Range —
Q4 2021
Shares 4,396 Value ($000) $340 Avg Close — Range —
Q3 2021
Shares 4,396 Value ($000) $303 Avg Close — Range —
Q2 2021
Shares 4,396 Value ($000) $318 Avg Close — Range —
Q1 2021
Shares 3,837 Value ($000) $245 Avg Close — Range —
Q4 2020
Shares 4,706 Value ($000) $326 Avg Close — Range —
Q3 2020
Shares 4,606 Value ($000) $228 Avg Close — Range —
Q4 2019
Shares 8,623 Value ($000) $387 Avg Close — Range —
Q2 2019
Shares 27,970 Value ($000) $1,354 Avg Close — Range —
Q1 2019
Shares 12,315 Value ($000) $502 Avg Close — Range —
Q4 2018
Shares 12,315 Value ($000) $306 Avg Close — Range —