VANGUARD WHITEHALL FDS

Ticker: VYM CUSIP: 921946406 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 2,468 Value ($000) $354 Avg Close Range
Q3 2025
Shares 2,404 Value ($000) $339 Avg Close Range
Q2 2025
Shares 2,388 Value ($000) $318 Avg Close Range
Q1 2025
Shares 3,643 Value ($000) $470 Avg Close Range
Q4 2024
Shares 2,535 Value ($000) $323 Avg Close Range
Q3 2024
Shares 2,741 Value ($000) $351 Avg Close Range
Q2 2024
Shares 2,929 Value ($000) $347 Avg Close Range
Q1 2024
Shares 3,119 Value ($000) $377 Avg Close Range
Q4 2023
Shares 2,907 Value ($000) $324 Avg Close Range
Q3 2023
Shares 2,801 Value ($000) $289 Avg Close Range
Q2 2023
Shares 3,988 Value ($000) $423 Avg Close Range
Q1 2023
Shares 4,023 Value ($000) $424 Avg Close Range
Q4 2022
Shares 4,024 Value ($000) $435 Avg Close Range
Q3 2022
Shares 3,997 Value ($000) $379 Avg Close Range
Q2 2022
Shares 3,962 Value ($000) $403 Avg Close Range
Q1 2022
Shares 3,875 Value ($000) $435 Avg Close Range
Q4 2021
Shares 3,462 Value ($000) $388 Avg Close Range
Q3 2021
Shares 3,477 Value ($000) $359 Avg Close Range
Q2 2021
Shares 2,992 Value ($000) $313 Avg Close Range
Q2 2020
Shares 3,530 Value ($000) $278 Avg Close Range
Q1 2020
Shares 3,699 Value ($000) $262 Avg Close Range
Q4 2019
Shares 2,136 Value ($000) $200 Avg Close Range
Q4 2017
Shares 5,111 Value ($000) $437 Avg Close Range
Q3 2017
Shares 11,768 Value ($000) $952 Avg Close Range
Q2 2017
Shares 12,543 Value ($000) $978 Avg Close Range