ISHARES TR

Ticker: IBMQ CUSIP: 46435U325 Class: IBONDS DEC 28

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

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

Q4 2025
Shares 132,562 Value ($000) $3,390 Avg Close — Range —
Q3 2025
Shares 119,179 Value ($000) $3,056 Avg Close — Range —
Q2 2025
Shares 107,202 Value ($000) $2,724 Avg Close — Range —
Q1 2025
Shares 107,136 Value ($000) $2,709 Avg Close — Range —
Q4 2024
Shares 90,139 Value ($000) $2,270 Avg Close — Range —
Q3 2024
Shares 83,972 Value ($000) $2,152 Avg Close — Range —
Q2 2024
Shares 85,797 Value ($000) $2,147 Avg Close — Range —
Q1 2024
Shares 91,142 Value ($000) $2,303 Avg Close — Range —
Q4 2023
Shares 106,046 Value ($000) $2,714 Avg Close — Range —