VANGUARD SCOTTSDALE FDS

Ticker: VGSH CUSIP: 92206C102 Class: SHORT TERM TREAS

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

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

Q4 2025
Shares 72,979 Value ($000) $4,286 Avg Close — Range —
Q3 2025
Shares 38,742 Value ($000) $2,280 Avg Close — Range —
Q2 2025
Shares 31,619 Value ($000) $1,859 Avg Close — Range —
Q1 2025
Shares 30,883 Value ($000) $1,813 Avg Close — Range —
Q4 2024
Shares 31,583 Value ($000) $1,837 Avg Close — Range —
Q3 2024
Shares 35,108 Value ($000) $2,072 Avg Close — Range —
Q2 2024
Shares 35,947 Value ($000) $2,085 Avg Close — Range —
Q1 2024
Shares 33,645 Value ($000) $1,954 Avg Close — Range —
Q4 2023
Shares 36,975 Value ($000) $2,157 Avg Close — Range —
Q3 2023
Shares 37,878 Value ($000) $2,182 Avg Close — Range —
Q2 2023
Shares 39,579 Value ($000) $2,285 Avg Close — Range —
Q1 2023
Shares 43,278 Value ($000) $2,533 Avg Close — Range —
Q4 2022
Shares 44,094 Value ($000) $2,550 Avg Close — Range —
Q3 2022
Shares 48,924 Value ($000) $2,827 Avg Close — Range —
Q2 2022
Shares 50,770 Value ($000) $2,988 Avg Close — Range —
Q1 2022
Shares 51,371 Value ($000) $3,044 Avg Close — Range —
Q4 2021
Shares 52,113 Value ($000) $3,170 Avg Close — Range —
Q3 2021
Shares 55,102 Value ($000) $3,384 Avg Close — Range —
Q2 2021
Shares 55,051 Value ($000) $3,382 Avg Close — Range —
Q1 2021
Shares 56,127 Value ($000) $3,453 Avg Close — Range —
Q4 2020
Shares 65,008 Value ($000) $4,004 Avg Close — Range —
Q3 2020
Shares 63,396 Value ($000) $3,936 Avg Close — Range —
Q2 2020
Shares 60,448 Value ($000) $3,760 Avg Close — Range —
Q4 2019
Shares 13,978 Value ($000) $850 Avg Close — Range —
Q3 2019
Shares 11,963 Value ($000) $729 Avg Close — Range —