VANGUARD SCOTTSDALE FDS

Ticker: VTWV CUSIP: 92206C649 Class: VNG RUS2000VAL

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

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

Q4 2025
Shares 43,494 Value ($000) $6,956 Avg Close — Range —
Q3 2025
Shares 43,494 Value ($000) $6,779 Avg Close — Range —
Q2 2025
Shares 43,992 Value ($000) $6,119 Avg Close — Range —
Q1 2025
Shares 43,992 Value ($000) $5,855 Avg Close — Range —
Q4 2024
Shares 21,340 Value ($000) $3,086 Avg Close — Range —
Q3 2024
Shares 21,577 Value ($000) $3,175 Avg Close — Range —
Q2 2024
Shares 21,501 Value ($000) $2,883 Avg Close — Range —
Q1 2024
Shares 10,956 Value ($000) $1,532 Avg Close — Range —
Q4 2023
Shares 10,961 Value ($000) $1,497 Avg Close — Range —
Q3 2023
Shares 7,671 Value ($000) $916 Avg Close — Range —
Q2 2023
Shares 6,909 Value ($000) $854 Avg Close — Range —