WASTE MGMT INC DEL

Ticker: WM CUSIP: 94106L109 Class: COM

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

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

Q4 2025

Shares 9,051 Value ($000) $1,989 Avg Close $212.55 Range $193.36 - $223.00

Q3 2025

Shares 9,021 Value ($000) $1,992 Avg Close $223.68 Range $212.89 - $238.57

Q2 2025

Shares 8,737 Value ($000) $1,999 Avg Close $229.63 Range $211.15 - $239.91

Q1 2025

Shares 8,972 Value ($000) $2,077 Avg Close $218.39 Range $196.76 - $232.35

Q4 2024

Shares 9,019 Value ($000) $1,820 Avg Close $211.11 Range $197.91 - $226.25

Q3 2024

Shares 8,724 Value ($000) $1,811 Avg Close $204.28 Range $192.36 - $220.16

Q2 2024

Shares 8,814 Value ($000) $1,880 Avg Close $202.83 Range $194.60 - $209.79

Q1 2024

Shares 8,808 Value ($000) $1,877 Avg Close $191.03 Range $171.63 - $209.15

Q4 2023

Shares 8,860 Value ($000) $1,587 Avg Close $162.45 Range $144.83 - $174.66

Q3 2023

Shares 8,884 Value ($000) $1,354 Avg Close $156.02 Range $147.15 - $166.80

Q2 2023

Shares 8,972 Value ($000) $1,556 Avg Close $158.75 Range $151.41 - $167.29

Q1 2023

Shares 9,059 Value ($000) $1,478 Avg Close $146.36 Range $141.55 - $156.71

Q4 2022

Shares 9,339 Value ($000) $1,465 Avg Close $153.18 Range $143.77 - $162.92

Q3 2022

Shares 9,397 Value ($000) $1,505 Avg Close $156.51 Range $140.85 - $166.68

Q2 2022

Shares 9,426 Value ($000) $1,442 Avg Close $147.93 Range $131.55 - $160.53

Q1 2022

Shares 9,426 Value ($000) $1,494 Avg Close $142.52 Range $130.17 - $156.52

Q4 2021

Shares 9,483 Value ($000) $1,583 Avg Close $150.67 Range $138.08 - $157.44

Q3 2021

Shares 9,126 Value ($000) $1,363 Avg Close $139.71 Range $131.15 - $146.70

Q2 2021

Shares 7,995 Value ($000) $1,120 Avg Close $128.55 Range $118.82 - $134.24

Q1 2021

Shares 8,425 Value ($000) $1,087 Avg Close $108.17 Range $100.85 - $122.01

Q4 2020

Shares 8,587 Value ($000) $1,013 Avg Close $107.44 Range $97.62 - $115.52

Q3 2020

Shares 9,006 Value ($000) $1,019 Avg Close $101.34 Range $92.43 - $109.41

Q2 2020

Shares 14,214 Value ($000) $1,505 Avg Close $92.14 Range $79.17 - $103.99

Q1 2020

Shares 13,788 Value ($000) $1,276 Avg Close $104.16 Range $77.75 - $114.99

Q4 2019

Shares 13,849 Value ($000) $1,578 Avg Close $102.09 Range $97.30 - $106.81

Q3 2019

Shares 13,105 Value ($000) $1,507 Avg Close $105.11 Range $100.31 - $109.94

Q2 2019

Shares 15,098 Value ($000) $1,742 Avg Close $97.23 Range $87.30 - $105.49

Q1 2019

Shares 14,664 Value ($000) $1,525 Avg Close $87.01 Range $77.74 - $93.07

Q4 2018

Shares 16,175 Value ($000) $1,438 Avg Close $79.68 Range $73.72 - $85.02

Q3 2018

Shares 14,886 Value ($000) $1,341 Avg Close $78.27 Range $71.29 - $82.25

Q2 2018

Shares 16,707 Value ($000) $1,343 Avg Close $72.68 Range $70.48 - $75.67

Q1 2018

Shares 17,108 Value ($000) $1,379 Avg Close $74.90 Range $68.33 - $78.22

Q4 2017

Shares 14,820 Value ($000) $1,281 Avg Close $70.72 Range $65.79 - $75.74

Q3 2017

Shares 10,127 Value ($000) $795 Avg Close $65.63 Range $63.11 - $68.35

Q2 2017

Shares 10,132 Value ($000) $745 Avg Close $62.53 Range $60.09 - $64.27

Q2 2013

Shares 101 Value ($000) $4 Avg Close $30.75 Range $28.85 - $32.67

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	9,051	$1,989	$212.55	$193.36 - $223.00
Q3 2025	9,021	$1,992	$223.68	$212.89 - $238.57
Q2 2025	8,737	$1,999	$229.63	$211.15 - $239.91
Q1 2025	8,972	$2,077	$218.39	$196.76 - $232.35
Q4 2024	9,019	$1,820	$211.11	$197.91 - $226.25
Q3 2024	8,724	$1,811	$204.28	$192.36 - $220.16
Q2 2024	8,814	$1,880	$202.83	$194.60 - $209.79
Q1 2024	8,808	$1,877	$191.03	$171.63 - $209.15
Q4 2023	8,860	$1,587	$162.45	$144.83 - $174.66
Q3 2023	8,884	$1,354	$156.02	$147.15 - $166.80
Q2 2023	8,972	$1,556	$158.75	$151.41 - $167.29
Q1 2023	9,059	$1,478	$146.36	$141.55 - $156.71
Q4 2022	9,339	$1,465	$153.18	$143.77 - $162.92
Q3 2022	9,397	$1,505	$156.51	$140.85 - $166.68
Q2 2022	9,426	$1,442	$147.93	$131.55 - $160.53
Q1 2022	9,426	$1,494	$142.52	$130.17 - $156.52
Q4 2021	9,483	$1,583	$150.67	$138.08 - $157.44
Q3 2021	9,126	$1,363	$139.71	$131.15 - $146.70
Q2 2021	7,995	$1,120	$128.55	$118.82 - $134.24
Q1 2021	8,425	$1,087	$108.17	$100.85 - $122.01
Q4 2020	8,587	$1,013	$107.44	$97.62 - $115.52
Q3 2020	9,006	$1,019	$101.34	$92.43 - $109.41
Q2 2020	14,214	$1,505	$92.14	$79.17 - $103.99
Q1 2020	13,788	$1,276	$104.16	$77.75 - $114.99
Q4 2019	13,849	$1,578	$102.09	$97.30 - $106.81
Q3 2019	13,105	$1,507	$105.11	$100.31 - $109.94
Q2 2019	15,098	$1,742	$97.23	$87.30 - $105.49
Q1 2019	14,664	$1,525	$87.01	$77.74 - $93.07
Q4 2018	16,175	$1,438	$79.68	$73.72 - $85.02
Q3 2018	14,886	$1,341	$78.27	$71.29 - $82.25
Q2 2018	16,707	$1,343	$72.68	$70.48 - $75.67
Q1 2018	17,108	$1,379	$74.90	$68.33 - $78.22
Q4 2017	14,820	$1,281	$70.72	$65.79 - $75.74
Q3 2017	10,127	$795	$65.63	$63.11 - $68.35
Q2 2017	10,132	$745	$62.53	$60.09 - $64.27
Q2 2013	101	$4	$30.75	$28.85 - $32.67