VANGUARD INDEX FDS

Ticker: VB CUSIP: 922908751 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 780 Value ($000) $201 Avg Close — Range —
Q3 2025
Shares 1,333 Value ($000) $339 Avg Close — Range —
Q3 2023
Shares 1,269 Value ($000) $240 Avg Close — Range —
Q2 2023
Shares 1,269 Value ($000) $252 Avg Close — Range —
Q1 2023
Shares 1,224 Value ($000) $232 Avg Close — Range —
Q4 2022
Shares 1,187 Value ($000) $218 Avg Close — Range —
Q3 2022
Shares 1,233 Value ($000) $211 Avg Close — Range —
Q2 2022
Shares 1,233 Value ($000) $217 Avg Close — Range —
Q1 2022
Shares 1,073 Value ($000) $228 Avg Close — Range —
Q4 2021
Shares 1,113 Value ($000) $252 Avg Close — Range —
Q3 2021
Shares 1,113 Value ($000) $243 Avg Close — Range —
Q2 2021
Shares 1,145 Value ($000) $258 Avg Close — Range —
Q1 2021
Shares 1,145 Value ($000) $245 Avg Close — Range —
Q4 2019
Shares 916 Value ($000) $152 Avg Close — Range —
Q1 2019
Shares 1,951 Value ($000) $298 Avg Close — Range —