VANGUARD INTL EQUITY INDEX F

Ticker: VSS CUSIP: 922042718 Class: FTSE SMCAP ETF

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

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

Q4 2025
Shares 8,467 Value ($000) $1,214 Avg Close — Range —
Q3 2025
Shares 8,457 Value ($000) $1,206 Avg Close — Range —
Q2 2025
Shares 8,457 Value ($000) $1,137 Avg Close — Range —
Q1 2025
Shares 8,463 Value ($000) $978 Avg Close — Range —
Q4 2024
Shares 3,097 Value ($000) $355 Avg Close — Range —
Q3 2024
Shares 3,091 Value ($000) $389 Avg Close — Range —
Q4 2019
Shares 688 Value ($000) $76 Avg Close — Range —
Q2 2018
Shares 13,736 Value ($000) $1,588 Avg Close — Range —
Q1 2018
Shares 8,342 Value ($000) $993 Avg Close — Range —
Q4 2017
Shares 13,422 Value ($000) $1,613 Avg Close — Range —
Q3 2017
Shares 5,370 Value ($000) $617 Avg Close — Range —
Q2 2017
Shares 6,769 Value ($000) $732 Avg Close — Range —