VANGUARD SCOTTSDALE FDS

Ticker: VONV CUSIP: 92206C714 Class: VNG RUS1000VAL

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

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

Q4 2025
Shares 21,574 Value ($000) $1,991 Avg Close — Range —
Q3 2025
Shares 21,574 Value ($000) $1,928 Avg Close — Range —
Q2 2025
Shares 21,596 Value ($000) $1,840 Avg Close — Range —
Q1 2025
Shares 21,596 Value ($000) $1,783 Avg Close — Range —
Q4 2024
Shares 8,644 Value ($000) $702 Avg Close — Range —
Q3 2024
Shares 8,722 Value ($000) $727 Avg Close — Range —
Q2 2024
Shares 5,890 Value ($000) $451 Avg Close — Range —
Q1 2024
Shares 5,890 Value ($000) $463 Avg Close — Range —
Q4 2023
Shares 6,510 Value ($000) $472 Avg Close — Range —
Q3 2023
Shares 3,206 Value ($000) $214 Avg Close — Range —
Q2 2023
Shares 3,061 Value ($000) $212 Avg Close — Range —