VANGUARD TAX-MANAGED FDS

Ticker: VEA CUSIP: 921943858 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 32,272 Value ($000) $2,016 Avg Close — Range —
Q3 2025
Shares 32,725 Value ($000) $1,961 Avg Close — Range —
Q2 2025
Shares 33,347 Value ($000) $1,901 Avg Close — Range —
Q1 2025
Shares 33,592 Value ($000) $1,707 Avg Close — Range —
Q4 2024
Shares 19,389 Value ($000) $927 Avg Close — Range —
Q3 2024
Shares 20,881 Value ($000) $1,103 Avg Close — Range —
Q2 2024
Shares 20,774 Value ($000) $1,027 Avg Close — Range —
Q1 2024
Shares 23,811 Value ($000) $1,195 Avg Close — Range —
Q4 2023
Shares 26,919 Value ($000) $1,289 Avg Close — Range —
Q3 2023
Shares 27,798 Value ($000) $1,215 Avg Close — Range —
Q2 2023
Shares 29,008 Value ($000) $1,340 Avg Close — Range —
Q1 2023
Shares 30,662 Value ($000) $1,385 Avg Close — Range —
Q4 2022
Shares 29,491 Value ($000) $1,238 Avg Close — Range —
Q3 2022
Shares 38,215 Value ($000) $1,389 Avg Close — Range —
Q2 2022
Shares 39,785 Value ($000) $1,623 Avg Close — Range —
Q1 2022
Shares 40,763 Value ($000) $1,958 Avg Close — Range —
Q4 2021
Shares 41,415 Value ($000) $2,115 Avg Close — Range —
Q3 2021
Shares 44,376 Value ($000) $2,241 Avg Close — Range —
Q2 2021
Shares 46,458 Value ($000) $2,394 Avg Close — Range —
Q1 2021
Shares 46,977 Value ($000) $2,307 Avg Close — Range —
Q4 2020
Shares 45,044 Value ($000) $2,127 Avg Close — Range —
Q3 2020
Shares 44,055 Value ($000) $1,802 Avg Close — Range —
Q2 2020
Shares 44,814 Value ($000) $1,738 Avg Close — Range —
Q1 2020
Shares 54,993 Value ($000) $1,833 Avg Close — Range —
Q4 2019
Shares 36,981 Value ($000) $1,629 Avg Close — Range —
Q3 2019
Shares 62,834 Value ($000) $2,581 Avg Close — Range —
Q2 2019
Shares 58,475 Value ($000) $2,439 Avg Close — Range —
Q1 2019
Shares 71,528 Value ($000) $2,924 Avg Close — Range —