BLACKROCK ETF TRUST II

Ticker: CLOA CUSIP: 092528504 Class: ISHARES AAA CLO

UNITED CAPITAL FINANCIAL ADVISORS, LLC's Holding History (CIK: 0001463217)

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

Q4 2025
Shares 50,128 Value ($000) $2,594 Avg Close — Range —
Q3 2025
Shares 48,934 Value ($000) $2,543 Avg Close — Range —