ISHARES TR

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

Integrated Wealth Concepts LLC's Holding History (CIK: 0001737109)

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

Q4 2025
Shares 132,578 Value ($000) $3,391 Avg Close — Range —
Q3 2025
Shares 120,555 Value ($000) $3,091 Avg Close — Range —
Q2 2025
Shares 115,028 Value ($000) $2,923 Avg Close — Range —
Q1 2025
Shares 111,429 Value ($000) $2,818 Avg Close — Range —
Q4 2024
Shares 63,593 Value ($000) $1,601 Avg Close — Range —
Q3 2024
Shares 37,678 Value ($000) $966 Avg Close — Range —
Q2 2024
Shares 26,533 Value ($000) $664 Avg Close — Range —
Q1 2024
Shares 26,495 Value ($000) $670 Avg Close — Range —
Q4 2023
Shares 9,248 Value ($000) $237 Avg Close — Range —