ISHARES TR

CUSIP: 46434VAJ9 Class: DEC 2016 CP BD

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

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

Q3 2016
Shares 414,239 Value ($000) $10,377 Avg Close — Range —
Q2 2016
Shares 385,554 Value ($000) $9,639 Avg Close — Range —
Q1 2016
Shares 364,739 Value ($000) $9,137 Avg Close — Range —
Q4 2015
Shares 356,621 Value ($000) $8,976 Avg Close — Range —