VANGUARD INDEX FDS

Ticker: VBK CUSIP: 922908595 Class: SML CP GRW ETF

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

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

Q4 2025
Shares 16,589 Value ($000) $5,012 Avg Close — Range —
Q3 2025
Shares 12,867 Value ($000) $3,829 Avg Close — Range —
Q2 2025
Shares 10,148 Value ($000) $2,810 Avg Close — Range —
Q1 2022
Shares 1,162 Value ($000) $288 Avg Close — Range —
Q4 2021
Shares 1,162 Value ($000) $327 Avg Close — Range —
Q3 2021
Shares 1,352 Value ($000) $379 Avg Close — Range —
Q2 2021
Shares 1,462 Value ($000) $424 Avg Close — Range —
Q1 2021
Shares 1,462 Value ($000) $402 Avg Close — Range —
Q4 2020
Shares 915 Value ($000) $245 Avg Close — Range —
Q4 2019
Shares 725 Value ($000) $144 Avg Close — Range —