VANGUARD CHARLOTTE FDS

Ticker: BNDX CUSIP: 92203J407 Class: TOTAL INT BD ETF

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

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

Q4 2025
Shares 10,401 Value ($000) $503 Avg Close Range
Q3 2025
Shares 10,593 Value ($000) $524 Avg Close Range
Q2 2025
Shares 8,491 Value ($000) $420 Avg Close Range
Q1 2025
Shares 8,732 Value ($000) $426 Avg Close Range
Q4 2024
Shares 9,154 Value ($000) $449 Avg Close Range
Q3 2024
Shares 9,754 Value ($000) $490 Avg Close Range
Q2 2024
Shares 9,554 Value ($000) $465 Avg Close Range
Q1 2024
Shares 10,586 Value ($000) $521 Avg Close Range
Q4 2023
Shares 12,208 Value ($000) $603 Avg Close Range
Q3 2023
Shares 12,414 Value ($000) $594 Avg Close Range
Q2 2023
Shares 12,967 Value ($000) $634 Avg Close Range
Q1 2023
Shares 13,986 Value ($000) $684 Avg Close Range
Q4 2022
Shares 16,533 Value ($000) $784 Avg Close Range
Q3 2022
Shares 17,640 Value ($000) $842 Avg Close Range
Q2 2022
Shares 18,421 Value ($000) $913 Avg Close Range
Q1 2022
Shares 19,508 Value ($000) $1,023 Avg Close Range
Q4 2021
Shares 19,742 Value ($000) $1,089 Avg Close Range
Q3 2021
Shares 22,425 Value ($000) $1,277 Avg Close Range
Q2 2021
Shares 22,619 Value ($000) $1,292 Avg Close Range
Q1 2021
Shares 23,259 Value ($000) $1,329 Avg Close Range
Q4 2020
Shares 25,343 Value ($000) $1,484 Avg Close Range
Q3 2020
Shares 25,597 Value ($000) $1,489 Avg Close Range
Q2 2020
Shares 25,943 Value ($000) $1,498 Avg Close Range
Q1 2020
Shares 36,436 Value ($000) $2,050 Avg Close Range
Q4 2019
Shares 39,213 Value ($000) $2,219 Avg Close Range
Q3 2019
Shares 40,016 Value ($000) $2,354 Avg Close Range
Q2 2019
Shares 44,828 Value ($000) $2,569 Avg Close Range
Q1 2019
Shares 52,721 Value ($000) $2,942 Avg Close Range
Q4 2018
Shares 53,883 Value ($000) $2,923 Avg Close Range
Q3 2018
Shares 19,169 Value ($000) $1,045 Avg Close Range
Q2 2018
Shares 27,476 Value ($000) $1,509 Avg Close Range
Q1 2018
Shares 29,731 Value ($000) $1,629 Avg Close Range
Q4 2017
Shares 30,483 Value ($000) $1,653 Avg Close Range
Q3 2017
Shares 19,484 Value ($000) $1,064 Avg Close Range
Q2 2017
Shares 28,252 Value ($000) $1,537 Avg Close Range
Q4 2015
Shares 24,087 Value ($000) $1,274 Avg Close Range
Q3 2015
Shares 37,399 Value ($000) $1,980 Avg Close Range
Q2 2015
Shares 27,924 Value ($000) $1,462 Avg Close Range