ISHARES TR

Ticker: IBMR CUSIP: 46436E163 Class: IBONDS DEC 2029

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

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

Q4 2025
Shares 130,319 Value ($000) $3,314 Avg Close — Range —
Q3 2025
Shares 113,259 Value ($000) $2,891 Avg Close — Range —
Q2 2025
Shares 98,702 Value ($000) $2,490 Avg Close — Range —
Q1 2025
Shares 97,011 Value ($000) $2,429 Avg Close — Range —
Q4 2024
Shares 76,363 Value ($000) $1,908 Avg Close — Range —