VANGUARD INDEX FDS

Ticker: VOT CUSIP: 922908538 Class: MCAP GR IDXVIP

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

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

Q4 2025
Shares 7,003 Value ($000) $1,955 Avg Close Range
Q3 2025
Shares 6,786 Value ($000) $1,994 Avg Close Range
Q2 2025
Shares 6,796 Value ($000) $1,933 Avg Close Range
Q1 2025
Shares 4,428 Value ($000) $1,083 Avg Close Range
Q4 2024
Shares 1,681 Value ($000) $427 Avg Close Range
Q3 2024
Shares 1,680 Value ($000) $409 Avg Close Range
Q2 2024
Shares 1,680 Value ($000) $386 Avg Close Range
Q1 2024
Shares 1,463 Value ($000) $345 Avg Close Range
Q4 2023
Shares 1,463 Value ($000) $321 Avg Close Range
Q3 2023
Shares 1,673 Value ($000) $326 Avg Close Range
Q2 2023
Shares 986 Value ($000) $203 Avg Close Range
Q1 2022
Shares 1,178 Value ($000) $262 Avg Close Range
Q4 2021
Shares 1,382 Value ($000) $352 Avg Close Range
Q3 2021
Shares 1,629 Value ($000) $385 Avg Close Range
Q2 2021
Shares 2,029 Value ($000) $480 Avg Close Range
Q1 2021
Shares 2,029 Value ($000) $435 Avg Close Range
Q4 2020
Shares 2,029 Value ($000) $430 Avg Close Range
Q3 2020
Shares 2,298 Value ($000) $414 Avg Close Range
Q2 2020
Shares 3,078 Value ($000) $508 Avg Close Range
Q1 2020
Shares 3,367 Value ($000) $427 Avg Close Range
Q4 2019
Shares 25,384 Value ($000) $4,030 Avg Close Range
Q3 2019
Shares 22,039 Value ($000) $3,264 Avg Close Range
Q2 2019
Shares 1,994 Value ($000) $298 Avg Close Range
Q1 2019
Shares 2,227 Value ($000) $318 Avg Close Range
Q3 2018
Shares 14,677 Value ($000) $2,083 Avg Close Range
Q2 2018
Shares 22,262 Value ($000) $2,996 Avg Close Range
Q1 2018
Shares 14,760 Value ($000) $1,901 Avg Close Range
Q4 2017
Shares 24,785 Value ($000) $3,187 Avg Close Range
Q3 2017
Shares 9,920 Value ($000) $1,208 Avg Close Range
Q2 2017
Shares 12,517 Value ($000) $1,472 Avg Close Range