BLACKROCK ETF TRUST

Ticker: THRO CUSIP: 09290C806 Class: ISHARES US THEMA

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

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

Q4 2025
Shares 1,250,962 Value ($000) $48,237 Avg Close Range
Q3 2025
Shares 1,220,914 Value ($000) $46,224 Avg Close Range
Q2 2025
Shares 1,196,978 Value ($000) $42,588 Avg Close Range