STRATEGY SHS

Ticker: HNDL CUSIP: 86280R506 Class: NS 7HANDL IDX

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

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

Q3 2025
Shares 9,276 Value ($000) $207 Avg Close — Range —
Q3 2024
Shares 9,281 Value ($000) $207 Avg Close — Range —
Q3 2023
Shares 11,884 Value ($000) $227 Avg Close — Range —
Q2 2023
Shares 13,143 Value ($000) $267 Avg Close — Range —
Q1 2023
Shares 12,327 Value ($000) $249 Avg Close — Range —
Q4 2022
Shares 12,418 Value ($000) $243 Avg Close — Range —
Q3 2022
Shares 11,360 Value ($000) $218 Avg Close — Range —
Q2 2022
Shares 14,573 Value ($000) $300 Avg Close — Range —
Q1 2022
Shares 16,074 Value ($000) $388 Avg Close — Range —
Q4 2021
Shares 14,208 Value ($000) $369 Avg Close — Range —
Q3 2021
Shares 13,677 Value ($000) $341 Avg Close — Range —
Q2 2021
Shares 11,350 Value ($000) $291 Avg Close — Range —