ISHARES TR

Ticker: IBTO CUSIP: 46436E148 Class: IBONDS DEC 2033

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

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

Q4 2025
Shares 80,085 Value ($000) $1,966 Avg Close — Range —
Q3 2025
Shares 63,181 Value ($000) $1,557 Avg Close — Range —
Q2 2025
Shares 44,024 Value ($000) $1,079 Avg Close — Range —
Q1 2025
Shares 17,421 Value ($000) $425 Avg Close — Range —