ISHARES TR

Ticker: IBHJ CUSIP: 46436E122 Class: IBONDS 2030 TERM

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

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

Q4 2025
Shares 50,057 Value ($000) $1,332 Avg Close — Range —
Q3 2025
Shares 37,961 Value ($000) $1,017 Avg Close — Range —
Q2 2025
Shares 34,803 Value ($000) $927 Avg Close — Range —
Q1 2025
Shares 29,256 Value ($000) $763 Avg Close — Range —
Q4 2024
Shares 25,234 Value ($000) $657 Avg Close — Range —