ISHARES TR

Ticker: ISHG CUSIP: 464288125 Class: 3YRTB ETF

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

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

Q1 2014
Shares 7,834 Value ($000) $751 Avg Close — Range —
Q3 2013
Shares 6,433 Value ($000) $613 Avg Close — Range —
Q2 2013
Shares 7,420 Value ($000) $680 Avg Close — Range —