ISHARES TR

CUSIP: 46432FAN7 Class: IBNDS MAR23 ETF

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

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

Q3 2015
Shares 45,539 Value ($000) $4,381 Avg Close — Range —
Q2 2015
Shares 41,331 Value ($000) $3,959 Avg Close — Range —
Q1 2015
Shares 50,471 Value ($000) $4,987 Avg Close — Range —
Q4 2014
Shares 38,978 Value ($000) $3,759 Avg Close — Range —
Q3 2014
Shares 31,446 Value ($000) $3,018 Avg Close — Range —
Q2 2014
Shares 16,243 Value ($000) $1,569 Avg Close — Range —
Q1 2014
Shares 3,522 Value ($000) $333 Avg Close — Range —