VANGUARD SPECIALIZED FUNDS

Ticker: VIG CUSIP: 921908844 Class: DIV APP ETF

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

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

Q4 2025
Shares 6,324 Value ($000) $1,390 Avg Close — Range —
Q3 2025
Shares 7,364 Value ($000) $1,589 Avg Close — Range —
Q2 2025
Shares 5,359 Value ($000) $1,097 Avg Close — Range —
Q1 2025
Shares 5,356 Value ($000) $1,039 Avg Close — Range —
Q4 2024
Shares 5,480 Value ($000) $1,073 Avg Close — Range —
Q3 2024
Shares 5,517 Value ($000) $1,093 Avg Close — Range —
Q2 2024
Shares 5,370 Value ($000) $980 Avg Close — Range —
Q1 2024
Shares 5,663 Value ($000) $1,034 Avg Close — Range —
Q4 2023
Shares 5,758 Value ($000) $981 Avg Close — Range —
Q3 2023
Shares 5,816 Value ($000) $904 Avg Close — Range —
Q2 2023
Shares 6,048 Value ($000) $982 Avg Close — Range —
Q1 2023
Shares 5,833 Value ($000) $898 Avg Close — Range —
Q4 2022
Shares 5,555 Value ($000) $843 Avg Close — Range —
Q3 2022
Shares 5,441 Value ($000) $735 Avg Close — Range —
Q2 2022
Shares 6,229 Value ($000) $894 Avg Close — Range —
Q1 2022
Shares 6,291 Value ($000) $1,020 Avg Close — Range —
Q4 2021
Shares 6,347 Value ($000) $1,090 Avg Close — Range —
Q3 2021
Shares 6,639 Value ($000) $1,020 Avg Close — Range —
Q2 2021
Shares 6,421 Value ($000) $994 Avg Close — Range —
Q1 2021
Shares 6,417 Value ($000) $944 Avg Close — Range —
Q4 2020
Shares 6,415 Value ($000) $906 Avg Close — Range —
Q3 2020
Shares 6,098 Value ($000) $785 Avg Close — Range —
Q2 2020
Shares 5,926 Value ($000) $694 Avg Close — Range —
Q1 2020
Shares 5,432 Value ($000) $562 Avg Close — Range —
Q4 2019
Shares 4,777 Value ($000) $595 Avg Close — Range —
Q3 2019
Shares 4,975 Value ($000) $595 Avg Close — Range —
Q2 2019
Shares 4,990 Value ($000) $575 Avg Close — Range —
Q1 2019
Shares 4,230 Value ($000) $464 Avg Close — Range —
Q3 2018
Shares 11,694 Value ($000) $1,298 Avg Close — Range —
Q2 2018
Shares 17,074 Value ($000) $1,733 Avg Close — Range —
Q1 2018
Shares 13,112 Value ($000) $1,318 Avg Close — Range —
Q4 2017
Shares 23,106 Value ($000) $2,390 Avg Close — Range —
Q3 2017
Shares 22,235 Value ($000) $2,109 Avg Close — Range —
Q2 2017
Shares 22,286 Value ($000) $2,063 Avg Close — Range —
Q4 2015
Shares 4,483 Value ($000) $349 Avg Close — Range —
Q3 2015
Shares 4,637 Value ($000) $342 Avg Close — Range —
Q2 2015
Shares 25,985 Value ($000) $2,042 Avg Close — Range —
Q1 2015
Shares 30,872 Value ($000) $2,484 Avg Close — Range —
Q4 2014
Shares 34,572 Value ($000) $2,806 Avg Close — Range —