VANGUARD INDEX FDS

Ticker: VBR CUSIP: 922908611 Class: SM CP VAL ETF

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

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

Q4 2025
Shares 23,298 Value ($000) $4,934 Avg Close — Range —
Q3 2025
Shares 20,779 Value ($000) $4,337 Avg Close — Range —
Q2 2025
Shares 18,970 Value ($000) $3,699 Avg Close — Range —
Q1 2025
Shares 6,098 Value ($000) $1,136 Avg Close — Range —
Q4 2024
Shares 5,432 Value ($000) $1,076 Avg Close — Range —
Q3 2024
Shares 5,510 Value ($000) $1,106 Avg Close — Range —
Q2 2024
Shares 5,530 Value ($000) $1,009 Avg Close — Range —
Q1 2024
Shares 5,497 Value ($000) $1,055 Avg Close — Range —
Q4 2023
Shares 5,475 Value ($000) $985 Avg Close — Range —
Q3 2023
Shares 5,322 Value ($000) $849 Avg Close — Range —
Q2 2023
Shares 5,322 Value ($000) $880 Avg Close — Range —
Q1 2023
Shares 5,302 Value ($000) $842 Avg Close — Range —
Q4 2022
Shares 6,470 Value ($000) $1,027 Avg Close — Range —
Q3 2022
Shares 6,704 Value ($000) $961 Avg Close — Range —
Q2 2022
Shares 9,954 Value ($000) $1,491 Avg Close — Range —
Q1 2022
Shares 6,174 Value ($000) $1,086 Avg Close — Range —
Q4 2021
Shares 6,165 Value ($000) $1,103 Avg Close — Range —
Q3 2021
Shares 7,764 Value ($000) $1,314 Avg Close — Range —
Q2 2021
Shares 8,075 Value ($000) $1,402 Avg Close — Range —
Q1 2021
Shares 8,284 Value ($000) $1,372 Avg Close — Range —
Q4 2020
Shares 6,128 Value ($000) $871 Avg Close — Range —
Q3 2020
Shares 3,184 Value ($000) $352 Avg Close — Range —
Q4 2019
Shares 1,103 Value ($000) $151 Avg Close — Range —
Q2 2019
Shares 1,534 Value ($000) $200 Avg Close — Range —
Q1 2019
Shares 1,943 Value ($000) $250 Avg Close — Range —
Q1 2018
Shares 6,769 Value ($000) $883 Avg Close — Range —
Q4 2017
Shares 7,068 Value ($000) $938 Avg Close — Range —
Q3 2017
Shares 7,519 Value ($000) $961 Avg Close — Range —
Q2 2017
Shares 10,220 Value ($000) $1,257 Avg Close — Range —
Q4 2015
Shares 14,761 Value ($000) $1,458 Avg Close — Range —
Q3 2015
Shares 15,292 Value ($000) $1,481 Avg Close — Range —
Q2 2014
Shares 1,448 Value ($000) $153 Avg Close — Range —
Q1 2014
Shares 1,467 Value ($000) $148 Avg Close — Range —
Q4 2013
Shares 1,213 Value ($000) $118 Avg Close — Range —
Q3 2013
Shares 865 Value ($000) $78 Avg Close — Range —