VANGUARD SCOTTSDALE FDS

Ticker: VTWO CUSIP: 92206C664 Class: VNG RUS2000IDX

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

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

Q4 2025
Shares 5,066 Value ($000) $504 Avg Close — Range —
Q3 2025
Shares 5,066 Value ($000) $496 Avg Close — Range —
Q2 2025
Shares 5,066 Value ($000) $442 Avg Close — Range —
Q1 2025
Shares 5,066 Value ($000) $409 Avg Close — Range —
Q4 2024
Shares 5,066 Value ($000) $453 Avg Close — Range —
Q3 2024
Shares 5,066 Value ($000) $453 Avg Close — Range —
Q2 2024
Shares 5,066 Value ($000) $415 Avg Close — Range —