VANGUARD WORLD FD

Ticker: MGC CUSIP: 921910873 Class: MEGA CAP INDEX

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

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

Q4 2025
Shares 1,244 Value ($000) $313 Avg Close — Range —
Q3 2025
Shares 1,150 Value ($000) $281 Avg Close — Range —
Q2 2025
Shares 1,147 Value ($000) $258 Avg Close — Range —
Q1 2025
Shares 1,197 Value ($000) $241 Avg Close — Range —
Q4 2024
Shares 1,195 Value ($000) $254 Avg Close — Range —
Q3 2024
Shares 1,153 Value ($000) $238 Avg Close — Range —
Q2 2024
Shares 1,081 Value ($000) $213 Avg Close — Range —
Q1 2024
Shares 1,875 Value ($000) $350 Avg Close — Range —
Q4 2023
Shares 2,043 Value ($000) $346 Avg Close — Range —
Q3 2023
Shares 1,959 Value ($000) $298 Avg Close — Range —
Q2 2023
Shares 1,964 Value ($000) $307 Avg Close — Range —
Q1 2023
Shares 1,657 Value ($000) $237 Avg Close — Range —
Q4 2021
Shares 1,350 Value ($000) $227 Avg Close — Range —
Q3 2021
Shares 1,450 Value ($000) $221 Avg Close — Range —