VANGUARD WORLD FD

Ticker: EDV CUSIP: 921910709 Class: EXTENDED DUR

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

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

Q4 2025
Shares 8,422 Value ($000) $548 Avg Close — Range —
Q3 2025
Shares 8,422 Value ($000) $576 Avg Close — Range —
Q2 2025
Shares 7,648 Value ($000) $515 Avg Close — Range —
Q3 2024
Shares 10,799 Value ($000) $860 Avg Close — Range —
Q2 2024
Shares 10,799 Value ($000) $793 Avg Close — Range —
Q1 2024
Shares 9,352 Value ($000) $716 Avg Close — Range —
Q4 2023
Shares 9,583 Value ($000) $777 Avg Close — Range —
Q3 2023
Shares 6,474 Value ($000) $453 Avg Close — Range —