ISHARES TR

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

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

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

Q4 2025
Shares 104,056 Value ($000) $2,646 Avg Close — Range —
Q3 2025
Shares 41,062 Value ($000) $1,048 Avg Close — Range —
Q2 2025
Shares 39,503 Value ($000) $997 Avg Close — Range —
Q1 2025
Shares 39,500 Value ($000) $989 Avg Close — Range —
Q4 2024
Shares 39,500 Value ($000) $987 Avg Close — Range —