ISHARES TR

Ticker: IBDY CUSIP: 46436E130 Class: IBONDS DEC 2033

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

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

Q4 2025
Shares 52,781 Value ($000) $1,380 Avg Close — Range —
Q3 2025
Shares 15,200 Value ($000) $399 Avg Close — Range —
Q2 2025
Shares 14,877 Value ($000) $385 Avg Close — Range —
Q1 2025
Shares 9,440 Value ($000) $241 Avg Close — Range —
Q4 2024
Shares 8,408 Value ($000) $211 Avg Close — Range —
Q1 2024
Shares 20,167 Value ($000) $514 Avg Close — Range —
Q4 2023
Shares 19,673 Value ($000) $509 Avg Close — Range —