FIDELITY WISE ORIGIN BITCOIN

Ticker: FBTC CUSIP: 315948109 Class: SHS

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

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

Q4 2025
Shares 8,229 Value ($000) $627 Avg Close — Range —
Q3 2025
Shares 6,657 Value ($000) $664 Avg Close — Range —
Q2 2025
Shares 6,147 Value ($000) $578 Avg Close — Range —
Q1 2025
Shares 5,967 Value ($000) $429 Avg Close — Range —
Q4 2024
Shares 4,722 Value ($000) $385 Avg Close — Range —