VANECK ETF TRUST

Ticker: MORT CUSIP: 92189F452 Class: MORTGAGE REIT

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

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

Q4 2025
Shares 26,455 Value ($000) $278 Avg Close — Range —
Q3 2025
Shares 25,811 Value ($000) $278 Avg Close — Range —
Q2 2025
Shares 25,811 Value ($000) $273 Avg Close — Range —
Q1 2025
Shares 14,775 Value ($000) $165 Avg Close — Range —
Q4 2024
Shares 14,775 Value ($000) $157 Avg Close — Range —
Q3 2024
Shares 14,775 Value ($000) $178 Avg Close — Range —
Q2 2024
Shares 14,775 Value ($000) $165 Avg Close — Range —
Q1 2024
Shares 14,775 Value ($000) $173 Avg Close — Range —
Q4 2023
Shares 14,775 Value ($000) $175 Avg Close — Range —