VANGUARD SCOTTSDALE FDS

Ticker: VTWG CUSIP: 92206C623 Class: ETF

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

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

Q4 2025
Shares 33,562 Value ($000) $7,920 Avg Close — Range —
Q3 2025
Shares 33,562 Value ($000) $7,846 Avg Close — Range —
Q2 2025
Shares 33,832 Value ($000) $7,053 Avg Close — Range —
Q1 2025
Shares 33,993 Value ($000) $6,335 Avg Close — Range —
Q4 2024
Shares 1,388 Value ($000) $292 Avg Close — Range —
Q3 2024
Shares 1,388 Value ($000) $288 Avg Close — Range —
Q2 2024
Shares 1,388 Value ($000) $265 Avg Close — Range —